UCFA
WBIR

United Capital Financial Advisors’s WBI BullBear Global Rotation ETF WBIR Stock Holding History

United Capital Financial Advisors’s Portfolio WBIR Stock Details WBIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-9,338
Closed -$214K – 1420
2018
Q4 		$214K Buy
+9,338
New +$225K ﹤0.01% 1183

Other funds holding WBIR

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

United Capital Financial Advisors's WBIR Position: Q1 2019 in Review

United Capital Financial Advisors sold out of WBI BullBear Global Rotation ETF (WBIR) in Q1 2019, closing a stake of 9,338 shares — an estimated $214K sold.

United Capital Financial Advisors first reported a position in WBIR in Q4 2018 and held it in 1 quarter. The position peaked at $214K in Q4 2018. 10 funds tracked by Wall St. Rank hold WBIR as of Q1 2019.

  • United Capital Financial Advisors reported no remaining WBI BullBear Global Rotation ETF position as of Q1 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,338 WBI BullBear Global Rotation ETF shares in Q1 2019, an estimated $214K.
  • United Capital Financial Advisors first reported a position in WBI BullBear Global Rotation ETF in Q4 2018 and held it in 1 quarter.
  • United Capital Financial Advisors's WBI BullBear Global Rotation ETF position peaked at $214K in Q4 2018.
  • 10 funds tracked by Wall St. Rank held WBI BullBear Global Rotation ETF as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.