United Capital Financial Advisors’s WBI Power Factor High Dividend ETF WBIY Stock Holding History

United Capital Financial Advisors’s Portfolio WBIY Stock Details WBIY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-28,671	Closed	-$703K	–	1497
2019 Q2	$703K	Sell	28,671 -1,283	-4%	-$31.7K	﹤0.01%	923
2019 Q1	$737K	Buy	29,954 +12,570	+72%	+$305K	0.01%	862
2018 Q4	$385K	Sell	17,384 -3,145	-15%	-$79.5K	﹤0.01%	987
2018 Q3	$554K	Buy	20,529 +11,392	+125%	+$311K	﹤0.01%	945
2018 Q2	$246K	Buy	+9,137	New	+$244K	﹤0.01%	1165

Other funds holding WBIY

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AIM

Advantage Investment Management Cedar Rapids, Iowa $128M AUM 3.61% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

United Capital Financial Advisors sold out of WBI Power Factor High Dividend ETF (WBIY) in Q3 2019, closing a stake of 28,671 shares — an estimated $703K sold.

United Capital Financial Advisors first reported a position in WBIY in Q2 2018 and held it in 5 quarters. The position peaked at $737K in Q1 2019. 19 funds tracked by Wall St. Rank hold WBIY as of Q3 2019.

United Capital Financial Advisors reported no remaining WBI Power Factor High Dividend ETF position as of Q3 2019 after selling out during the quarter.
United Capital Financial Advisors sold 28,671 WBI Power Factor High Dividend ETF shares in Q3 2019, an estimated $703K.
United Capital Financial Advisors first reported a position in WBI Power Factor High Dividend ETF in Q2 2018 and held it in 5 quarters.
United Capital Financial Advisors's WBI Power Factor High Dividend ETF position peaked at $737K in Q1 2019.
19 funds tracked by Wall St. Rank held WBI Power Factor High Dividend ETF as of Q3 2019.

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