WI
GRID

WBI Investments’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

WBI Investments’s Portfolio GRID Stock Details GRID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-49,505
Closed -$2.52M – 236
2017
Q4 		$2.52M Buy
+49,505
New +$2.49M 0.12% 128

Other funds holding GRID

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

WBI Investments's GRID Position: Q1 2018 in Review

WBI Investments sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2018, closing a stake of 49,505 shares — an estimated $2.52M sold.

WBI Investments first reported a position in GRID in Q4 2017 and held it in 1 quarter. The position peaked at $2.52M in Q4 2017. 23 funds tracked by Wall St. Rank hold GRID as of Q1 2018.

  • WBI Investments reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q1 2018 after selling out during the quarter.
  • WBI Investments sold 49,505 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2018, an estimated $2.52M.
  • WBI Investments first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2017 and held it in 1 quarter.
  • WBI Investments's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $2.52M in Q4 2017.
  • 23 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2018.

Based on WBI Investments's 13F filing for Q1 2018, filed 10 May 2018.