WI
TBAR

WBI Investments’s ROYAL BANK OF SCOTLAND PLC RBS GOLD TRENDPILOT ETN (NL) TBAR Stock Holding History

WBI Investments’s Portfolio TBAR Stock Details TBAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-16,526
Closed -$462K – 146
2013
Q4 		$462K Sell
16,526
-19
-0.1% -$532 0.02% 111
2013
Q3 		$463K Sell
16,545
-88
-0.5% -$2.46K 0.02% 109
2013
Q2 		$466K Buy
+16,633
New +$466K 0.03% 74

Other funds holding TBAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WBI Investments's TBAR Position: Q1 2014 in Review

WBI Investments sold out of ROYAL BANK OF SCOTLAND PLC RBS GOLD TRENDPILOT ETN (NL) (TBAR) in Q1 2014, closing a stake of 16,526 shares — an estimated $462K sold.

WBI Investments first reported a position in TBAR in Q2 2013 and held it in 3 quarters. The position peaked at $466K in Q2 2013. 14 funds tracked by Wall St. Rank hold TBAR as of Q1 2014.

  • WBI Investments reported no remaining ROYAL BANK OF SCOTLAND PLC RBS GOLD TRENDPILOT ETN (NL) position as of Q1 2014 after selling out during the quarter.
  • WBI Investments sold 16,526 ROYAL BANK OF SCOTLAND PLC RBS GOLD TRENDPILOT ETN (NL) shares in Q1 2014, an estimated $462K.
  • WBI Investments first reported a position in ROYAL BANK OF SCOTLAND PLC RBS GOLD TRENDPILOT ETN (NL) in Q2 2013 and held it in 3 quarters.
  • WBI Investments's ROYAL BANK OF SCOTLAND PLC RBS GOLD TRENDPILOT ETN (NL) position peaked at $466K in Q2 2013.
  • 14 funds tracked by Wall St. Rank held ROYAL BANK OF SCOTLAND PLC RBS GOLD TRENDPILOT ETN (NL) as of Q1 2014.

Based on WBI Investments's 13F filing for Q1 2014, filed 15 May 2014.