Wbi Investments as of Dec. 31, 2014
Portfolio Holdings for Wbi Investments
Wbi Investments holds 181 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 4.8 | $175M | 1.5M | 119.41 | |
Absolute Shs Tr wbi tct hg | 4.4 | $160M | 6.5M | 24.81 | |
Absolute Shs Tr wbi tct inc sh | 4.2 | $154M | 6.1M | 25.13 | |
Absolute Shs Tr wbi lg tac gth | 3.4 | $124M | 4.9M | 25.21 | |
Absolute Shs Tr wbi lgcp tc yl (WBIG) | 3.3 | $123M | 5.0M | 24.53 | |
General Motors Company (GM) | 3.2 | $118M | 3.4M | 34.91 | |
Absolute Shs Tr wbi lgcp tc sl (WBIL) | 3.0 | $109M | 4.5M | 24.27 | |
Absolute Shs Tr wbi smid tacyl | 2.9 | $108M | 4.4M | 24.65 | |
Absolute Shs Tr wbi smid tacgw | 2.8 | $104M | 4.1M | 25.15 | |
Absolute Shs Tr wbi lg cp tcvl (WBIF) | 2.6 | $97M | 4.0M | 24.21 | |
Macy's (M) | 2.4 | $87M | 1.3M | 65.75 | |
Absolute Shs Tr wbi smid tacsl | 2.3 | $86M | 3.6M | 24.06 | |
Las Vegas Sands (LVS) | 2.2 | $82M | 1.4M | 58.16 | |
Absolute Shs Tr wbi smid tacva | 2.2 | $82M | 3.4M | 24.34 | |
Boeing Company (BA) | 2.1 | $79M | 606k | 129.98 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 1.9 | $69M | 1.8M | 39.44 | |
Via | 1.9 | $69M | 912k | 75.25 | |
Gap (GAP) | 1.8 | $66M | 1.6M | 42.11 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 1.8 | $65M | 815k | 79.63 | |
Sanofi-Aventis SA (SNY) | 1.6 | $60M | 1.3M | 45.61 | |
Johnson Controls | 1.6 | $57M | 1.2M | 48.34 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 1.5 | $56M | 658k | 84.45 | |
Powershares Senior Loan Portfo mf | 1.5 | $54M | 2.3M | 24.03 | |
Baxter International (BAX) | 1.4 | $52M | 710k | 73.29 | |
Walgreen Boots Alliance (WBA) | 1.4 | $50M | 658k | 76.20 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 1.4 | $50M | 940k | 53.01 | |
Hershey Company (HSY) | 1.2 | $45M | 435k | 103.93 | |
Ipath S&p 500 Vix S/t Fu Etn | 1.2 | $45M | 1.4M | 31.51 | |
Waste Management (WM) | 1.2 | $44M | 855k | 51.32 | |
Interpublic Group of Companies (IPG) | 1.1 | $41M | 2.0M | 20.77 | |
Entergy Corporation (ETR) | 1.0 | $38M | 436k | 87.48 | |
Nielsen Holdings Nv | 1.0 | $37M | 826k | 44.73 | |
Microchip Technology (MCHP) | 0.9 | $32M | 717k | 45.11 | |
Mosaic (MOS) | 0.9 | $32M | 704k | 45.65 | |
DSW | 0.8 | $31M | 821k | 37.30 | |
Starwood Hotels & Resorts Worldwide | 0.7 | $26M | 326k | 81.07 | |
T. Rowe Price (TROW) | 0.7 | $26M | 301k | 85.86 | |
Halliburton Company (HAL) | 0.7 | $24M | 618k | 39.33 | |
Waddell & Reed Financial | 0.6 | $20M | 410k | 49.82 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.6 | $20M | 237k | 86.10 | |
Pimco Etf Tr 0-5 high yield (HYS) | 0.6 | $20M | 199k | 100.83 | |
Spdr Short-term High Yield mf (SJNK) | 0.6 | $20M | 703k | 28.91 | |
Trinity Industries (TRN) | 0.5 | $19M | 694k | 28.01 | |
Hubbell Incorporated | 0.5 | $19M | 177k | 106.83 | |
Pilgrim's Pride Corporation (PPC) | 0.5 | $19M | 563k | 32.77 | |
Qualcomm (QCOM) | 0.5 | $18M | 243k | 74.33 | |
Sap (SAP) | 0.5 | $18M | 259k | 69.65 | |
Alliant Techsystems | 0.5 | $18M | 156k | 116.25 | |
Paychex (PAYX) | 0.5 | $18M | 382k | 46.17 | |
MSC Industrial Direct (MSM) | 0.5 | $18M | 216k | 81.25 | |
Valero Energy Corporation (VLO) | 0.5 | $17M | 352k | 49.50 | |
Gnc Holdings Inc Cl A | 0.5 | $17M | 405k | 41.67 | |
Shire | 0.5 | $17M | 78k | 212.54 | |
Plum Creek Timber | 0.4 | $15M | 357k | 42.79 | |
Pimco Total Return Etf totl (BOND) | 0.4 | $15M | 137k | 107.21 | |
Diageo (DEO) | 0.4 | $14M | 125k | 114.09 | |
Assurant (AIZ) | 0.4 | $14M | 202k | 68.42 | |
Syngenta | 0.4 | $14M | 214k | 64.23 | |
PAREXEL International Corporation | 0.4 | $13M | 235k | 55.56 | |
Capital One Financial (COF) | 0.4 | $13M | 162k | 82.55 | |
AFLAC Incorporated (AFL) | 0.3 | $13M | 212k | 61.09 | |
Gilead Sciences (GILD) | 0.3 | $12M | 128k | 94.25 | |
Mellanox Technologies | 0.3 | $12M | 281k | 42.73 | |
Mattel (MAT) | 0.3 | $11M | 368k | 30.94 | |
International Flavors & Fragrances (IFF) | 0.3 | $12M | 114k | 101.36 | |
Aetna | 0.3 | $11M | 123k | 88.83 | |
Applied Materials (AMAT) | 0.3 | $10M | 409k | 24.92 | |
Invesco (IVZ) | 0.3 | $10M | 258k | 39.52 | |
Cyberonics | 0.3 | $9.7M | 175k | 55.68 | |
Superior Energy Services | 0.3 | $9.8M | 485k | 20.15 | |
Watsco, Incorporated (WSO) | 0.2 | $9.0M | 84k | 107.00 | |
Thermo Fisher Scientific (TMO) | 0.2 | $9.0M | 72k | 125.24 | |
Umpqua Holdings Corporation | 0.2 | $9.0M | 530k | 17.01 | |
Guess? (GES) | 0.2 | $9.0M | 428k | 21.07 | |
Sonoco Products Company (SON) | 0.2 | $8.7M | 200k | 43.70 | |
Aptar (ATR) | 0.2 | $8.9M | 133k | 66.84 | |
Aspen Insurance Holdings | 0.2 | $8.6M | 197k | 43.77 | |
VMware | 0.2 | $8.6M | 105k | 82.52 | |
Cracker Barrel Old Country Store (CBRL) | 0.2 | $8.5M | 61k | 140.77 | |
Vishay Intertechnology (VSH) | 0.2 | $8.4M | 593k | 14.15 | |
Manpower (MAN) | 0.2 | $8.4M | 123k | 68.17 | |
Web | 0.2 | $8.4M | 441k | 19.00 | |
International Game Technology | 0.2 | $8.0M | 464k | 17.25 | |
Freescale Semiconductor Holdin | 0.2 | $8.2M | 326k | 25.23 | |
Michael Kors Holdings | 0.2 | $8.0M | 107k | 75.09 | |
Claymore Etf gug blt2016 hy | 0.2 | $7.9M | 305k | 25.89 | |
Claymore Exchange-traded Fd gugg crp bd 2016 | 0.2 | $7.6M | 343k | 22.10 | |
World Fuel Services Corporation (WKC) | 0.2 | $7.5M | 160k | 46.93 | |
Zebra Technologies (ZBRA) | 0.2 | $6.6M | 85k | 77.42 | |
Claymore Exchange-traded Fd gugg crp bd 2017 | 0.2 | $6.1M | 268k | 22.71 | |
Claymore Etf gug blt2017 hy | 0.2 | $6.3M | 244k | 25.95 | |
Claymore Exchange Trd Fd Tr gug bul 2019 hy | 0.2 | $6.3M | 253k | 24.90 | |
Guggenheim Bulletshares 2020 H mf | 0.2 | $6.3M | 251k | 25.00 | |
Financial Engines | 0.2 | $5.9M | 162k | 36.55 | |
Claymore Exchange Trd Fd Tr gug bull2020 e | 0.2 | $6.0M | 286k | 21.09 | |
BancorpSouth | 0.1 | $5.4M | 241k | 22.51 | |
Oracle Corporation (ORCL) | 0.1 | $5.6M | 125k | 44.97 | |
Alexion Pharmaceuticals | 0.1 | $5.4M | 29k | 185.04 | |
Commercial Metals Company (CMC) | 0.1 | $5.1M | 315k | 16.29 | |
Yum! Brands (YUM) | 0.1 | $5.1M | 70k | 72.73 | |
CIGNA Corporation | 0.1 | $5.2M | 51k | 102.90 | |
Precision Castparts | 0.1 | $5.0M | 21k | 240.86 | |
Rite Aid Corporation | 0.1 | $5.1M | 680k | 7.53 | |
Sanderson Farms | 0.1 | $5.2M | 61k | 84.02 | |
Evercore Partners (EVR) | 0.1 | $5.3M | 101k | 52.37 | |
Valeant Pharmaceuticals Int | 0.1 | $5.3M | 37k | 143.11 | |
0.1 | $4.7M | 8.9k | 530.63 | ||
Thor Industries (THO) | 0.1 | $4.8M | 86k | 55.82 | |
Sina Corporation | 0.1 | $4.7M | 127k | 37.42 | |
Centene Corporation (CNC) | 0.1 | $4.7M | 45k | 103.84 | |
Informatica Corporation | 0.1 | $4.9M | 128k | 38.14 | |
Ishares Tr fltg rate nt (FLOT) | 0.1 | $4.7M | 92k | 50.54 | |
Cullen/Frost Bankers (CFR) | 0.1 | $4.3M | 61k | 70.63 | |
United Technologies Corporation | 0.1 | $4.3M | 38k | 115.00 | |
Semtech Corporation (SMTC) | 0.1 | $4.5M | 164k | 27.57 | |
Credicorp (BAP) | 0.1 | $4.3M | 27k | 160.19 | |
Hancock Holding Company (HWC) | 0.1 | $4.3M | 140k | 30.70 | |
CBL & Associates Properties | 0.1 | $4.3M | 224k | 19.42 | |
Honda Motor (HMC) | 0.1 | $3.9M | 118k | 33.33 | |
Zimmer Holdings (ZBH) | 0.1 | $4.0M | 36k | 113.43 | |
Wabash National Corporation (WNC) | 0.1 | $3.9M | 317k | 12.36 | |
Vanguard Total Bond Market ETF (BND) | 0.1 | $4.0M | 48k | 82.36 | |
AutoNation (AN) | 0.1 | $3.5M | 59k | 60.41 | |
Convergys Corporation | 0.1 | $3.5M | 173k | 20.37 | |
Baker Hughes Incorporated | 0.1 | $3.6M | 65k | 56.07 | |
Stage Stores | 0.1 | $3.7M | 177k | 20.70 | |
BHP Billiton (BHP) | 0.1 | $3.7M | 78k | 47.32 | |
Banco Bradesco SA (BBD) | 0.1 | $3.7M | 278k | 13.37 | |
Molina Healthcare (MOH) | 0.1 | $3.8M | 71k | 53.52 | |
Generac Holdings (GNRC) | 0.1 | $3.6M | 77k | 46.76 | |
Sumitomo Mitsui Financial Grp (SMFG) | 0.1 | $3.7M | 508k | 7.28 | |
Ecolab (ECL) | 0.1 | $3.3M | 31k | 104.52 | |
Silicon Laboratories (SLAB) | 0.1 | $3.3M | 70k | 47.61 | |
WebMD Health | 0.1 | $3.3M | 84k | 39.55 | |
Scripps Networks Interactive | 0.1 | $3.3M | 44k | 75.28 | |
Credit Suisse Group | 0.1 | $2.8M | 113k | 25.08 | |
Pvh Corporation (PVH) | 0.1 | $2.9M | 23k | 128.17 | |
Facebook Inc cl a (META) | 0.1 | $3.0M | 38k | 78.02 | |
Belmond | 0.1 | $2.8M | 230k | 12.37 | |
Mitsubishi UFJ Financial (MUFG) | 0.1 | $2.7M | 482k | 5.53 | |
Webster Financial Corporation (WBS) | 0.1 | $2.5M | 76k | 32.53 | |
Cardtronics | 0.1 | $2.6M | 69k | 38.57 | |
Columbia Sportswear Company (COLM) | 0.1 | $2.0M | 46k | 44.53 | |
Washington Federal (WAFD) | 0.1 | $2.3M | 105k | 22.15 | |
Aruba Networks | 0.1 | $2.3M | 125k | 18.18 | |
LG Display (LPL) | 0.1 | $1.8M | 118k | 15.15 | |
Simpson Manufacturing (SSD) | 0.1 | $1.9M | 54k | 34.58 | |
Hanger Orthopedic | 0.1 | $1.7M | 76k | 21.90 | |
PowerShares Preferred Portfolio | 0.1 | $1.7M | 116k | 14.70 | |
Discovery Communications | 0.0 | $1.3M | 39k | 34.46 | |
Healthways | 0.0 | $1.6M | 81k | 19.89 | |
UniFirst Corporation (UNF) | 0.0 | $1.5M | 12k | 121.45 | |
Swift Transportation Company | 0.0 | $1.6M | 55k | 28.63 | |
Morningstar (MORN) | 0.0 | $1.1M | 17k | 64.73 | |
Ofg Ban (OFG) | 0.0 | $1.3M | 76k | 16.65 | |
Union Bankshares Corporation | 0.0 | $1.1M | 46k | 24.09 | |
First Midwest Ban | 0.0 | $554k | 32k | 17.10 | |
Penske Automotive (PAG) | 0.0 | $615k | 13k | 49.08 | |
Benchmark Electronics (BHE) | 0.0 | $880k | 35k | 25.43 | |
PowerShares DWA Technical Ldrs Pf | 0.0 | $704k | 17k | 41.05 | |
Huntington Ingalls Inds (HII) | 0.0 | $631k | 5.6k | 112.46 | |
iShares Dow Jones US Home Const. (ITB) | 0.0 | $445k | 17k | 25.89 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $536k | 5.1k | 105.97 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $437k | 3.5k | 125.86 | |
Vanguard REIT ETF (VNQ) | 0.0 | $369k | 4.6k | 81.10 | |
iShares Morningstar Large Growth (ILCG) | 0.0 | $434k | 3.8k | 113.26 | |
iShares MSCI Germany Index Fund (EWG) | 0.0 | $422k | 15k | 27.43 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $436k | 4.9k | 89.34 | |
Vanguard Telecommunication Services ETF (VOX) | 0.0 | $419k | 4.9k | 84.75 | |
Rydex S&P Equal Weight Utilities | 0.0 | $374k | 4.8k | 78.60 | |
First Trust Health Care AlphaDEX (FXH) | 0.0 | $338k | 5.6k | 60.34 | |
First Trust Cnsumer Stapl Alpha (FXG) | 0.0 | $477k | 11k | 42.61 | |
Rydex Etf Trust s^p500 pur val | 0.0 | $441k | 8.0k | 54.93 | |
Rydex Etf Trust s^psc600 purvl | 0.0 | $440k | 6.9k | 63.54 | |
Barclays Bk Plc fund (ATMP) | 0.0 | $343k | 11k | 30.59 | |
Gilead Sciences Inc option | 0.0 | $35k | 1.3k | 27.36 | |
Applied Matls Inc option | 0.0 | $14k | 3.9k | 3.59 | |
Autonation | 0.0 | $2.0k | 300.00 | 6.67 | |
Informatica Corp | 0.0 | $33k | 1.2k | 27.50 | |
Baxter Intl Inc put | 0.0 | $40k | 480.00 | 83.33 | |
Freescale Semiconductor Hold cmn | 0.0 | $64k | 3.2k | 20.00 |