UCFA
WBIT

United Capital Financial Advisors’s WBI BullBear Trend Switch US 3000 Total Return ETF WBIT Stock Holding History

United Capital Financial Advisors’s Portfolio WBIT Stock Details WBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-16,600
Closed -$343K – 1523
2019
Q2 		$343K Buy
+16,600
New +$340K ﹤0.01% 1159

Other funds holding WBIT

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
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
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

United Capital Financial Advisors's WBIT Position: Q3 2019 in Review

United Capital Financial Advisors sold out of WBI BullBear Trend Switch US 3000 Total Return ETF (WBIT) in Q3 2019, closing a stake of 16,600 shares — an estimated $343K sold.

United Capital Financial Advisors first reported a position in WBIT in Q2 2019 and held it in 1 quarter. The position peaked at $343K in Q2 2019. 12 funds tracked by Wall St. Rank hold WBIT as of Q3 2019.

  • United Capital Financial Advisors reported no remaining WBI BullBear Trend Switch US 3000 Total Return ETF position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 16,600 WBI BullBear Trend Switch US 3000 Total Return ETF shares in Q3 2019, an estimated $343K.
  • United Capital Financial Advisors first reported a position in WBI BullBear Trend Switch US 3000 Total Return ETF in Q2 2019 and held it in 1 quarter.
  • United Capital Financial Advisors's WBI BullBear Trend Switch US 3000 Total Return ETF position peaked at $343K in Q2 2019.
  • 12 funds tracked by Wall St. Rank held WBI BullBear Trend Switch US 3000 Total Return ETF as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.