WBI INVESTMENTS, INC. Quant / Systematic

CIK: 0001397424 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 13, 2013

Total Value ($000): $2,097,134 (100.0% shares, 0.0% debt)

Holdings (110)

LQD ISHARES 6.2%
Value ($000) $130,986 Shares 1,153,861 Est. Cost $113.52 Unrealized
HYG ISHARES 4.8%
Value ($000) $101,632 Shares 1,109,762 Est. Cost $91.58 Unrealized
SPDR SER TR 4.5%
Value ($000) $93,607 Shares 3,065,055 Est. Cost $30.54 Unrealized
POWERSHARES ETF TRUST II 3.7%
Value ($000) $78,462 Shares 3,179,154 Est. Cost $24.68 Unrealized
AAPL APPLE INC 3.2%
Value ($000) $66,822 Shares 140,162 Est. Cost $13.35 Unrealized +6.9%
COACH INC 2.6%
Value ($000) $55,216 Shares 1,012,586 Est. Cost $56.04 Unrealized
SYMANTEC CORP 2.6%
Value ($000) $53,668 Shares 2,168,406 Est. Cost $22.65 Unrealized
AMERICAN CAPITAL AGENCY CORP 2.3%
Value ($000) $48,544 Shares 2,149,854 Est. Cost $22.58 Unrealized
VANGUARD SCOTTSDALE FDS 2.3%
Value ($000) $47,598 Shares 570,578 Est. Cost $83.42 Unrealized
EXC EXELON CORP 2.2%
Value ($000) $45,824 Shares 1,546,011 Est. Cost $14.64 Unrealized -4.2%
FITB FIFTH THIRD BANCORP 2.0%
Value ($000) $42,713 Shares 2,366,347 Est. Cost $12.47 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $41,356 Shares 800,077 Est. Cost $38.52 Unrealized 0.0%
TGT TARGET CORP 1.8%
Value ($000) $37,719 Shares 589,551 Est. Cost $47.18 Unrealized 0.0%
FOOT LOCKER INC 1.8%
Value ($000) $37,150 Shares 1,094,591 Est. Cost $35.04 Unrealized
ETR ENTERGY CORP NEW 1.7%
Value ($000) $36,415 Shares 576,274 Est. Cost $20.11 Unrealized 0.0%
INFY INFOSYS LTD 1.7%
Value ($000) $36,308 Shares 754,688 Est. Cost $41.59 Unrealized
SU SUNCOR ENERGY INC NEW 1.6%
Value ($000) $34,561 Shares 965,924 Est. Cost $20.01 Unrealized +9.0%
VANGUARD SCOTTSDALE FDS 1.6%
Value ($000) $34,322 Shares 431,185 Est. Cost $79.60 Unrealized
EMR EMERSON ELEC CO 1.6%
Value ($000) $34,075 Shares 526,654 Est. Cost $40.16 Unrealized +9.1%
PCG PG&E CORP 1.6%
Value ($000) $32,611 Shares 796,953 Est. Cost $36.99 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 1.5%
Value ($000) $31,393 Shares 370,337 Est. Cost $62.78 Unrealized 0.0%
AGRIUM INC 1.3%
Value ($000) $27,803 Shares 330,874 Est. Cost $86.48 Unrealized
FIDELITY NATIONAL FINANCIAL 1.3%
Value ($000) $27,539 Shares 1,035,311 Est. Cost $26.60 Unrealized
PIMCO ETF TR 1.3%
Value ($000) $27,518 Shares 271,397 Est. Cost $101.27 Unrealized
TROW PRICE T ROWE GROUP INC 1.3%
Value ($000) $27,290 Shares 379,398 Est. Cost $47.53 Unrealized 0.0%
LLY LILLY ELI & CO 1.3%
Value ($000) $27,251 Shares 541,455 Est. Cost $40.99 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $26,872 Shares 309,983 Est. Cost $63.54 Unrealized 0.0%
WY WEYERHAEUSER CO 1.2%
Value ($000) $25,827 Shares 902,084 Est. Cost $17.63 Unrealized 0.0%
ENCANA CORP 1.2%
Value ($000) $24,880 Shares 1,435,664 Est. Cost $17.33 Unrealized
WM WASTE MGMT INC DEL 1.1%
Value ($000) $23,767 Shares 576,318 Est. Cost $32.03 Unrealized 0.0%
HD HOME DEPOT INC 1.1%
Value ($000) $22,836 Shares 301,063 Est. Cost $56.37 Unrealized +2.7%
T AT&T INC 1.1%
Value ($000) $22,207 Shares 656,628 Est. Cost $10.96 Unrealized 0.0%
SIEGY SIEMENS A G 1.0%
Value ($000) $21,939 Shares 182,052 Est. Cost $104.66 Unrealized
MAXIM INTEGRATED PRODS INC 1.0%
Value ($000) $21,650 Shares 726,011 Est. Cost $29.82 Unrealized
WISCONSIN ENERGY CORP 1.0%
Value ($000) $20,790 Shares 514,867 Est. Cost $40.38 Unrealized
DUKE ENERGY CORP NEW 1.0%
Value ($000) $20,381 Shares 305,193 Est. Cost $66.78 Unrealized
ERIC ERICSSON 0.9%
Value ($000) $19,724 Shares 1,477,430 Est. Cost $11.65 Unrealized
CISCO SYS INC 0.9%
Value ($000) $19,665 Shares 839,262 Est. Cost $23.43 Unrealized
LYONDELLBASELL INDUSTRIES N 0.9%
Value ($000) $19,147 Shares 261,467 Est. Cost $73.23 Unrealized
PIMCO ETF TR 0.8%
Value ($000) $17,369 Shares 164,062 Est. Cost $105.87 Unrealized
WMT WAL-MART STORES INC 0.8%
Value ($000) $17,035 Shares 230,330 Est. Cost $19.78 Unrealized 0.0%
SINCLAIR BROADCAST GROUP INC 0.7%
Value ($000) $15,720 Shares 468,971 Est. Cost $33.52 Unrealized
RY ROYAL BK CDA MONTREAL QUE 0.7%
Value ($000) $14,939 Shares 232,666 Est. Cost $59.84 Unrealized +3.8%
KR KROGER CO 0.7%
Value ($000) $14,419 Shares 357,443 Est. Cost $15.23 Unrealized 0.0%
HUN HUNTSMAN CORP 0.7%
Value ($000) $14,398 Shares 698,589 Est. Cost $18.24 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.7%
Value ($000) $14,073 Shares 323,362 Est. Cost $33.24 Unrealized +4.3%
NORTHSTAR RLTY FIN CORP 0.7%
Value ($000) $13,981 Shares 1,506,543 Est. Cost $9.28 Unrealized
NIELSEN HOLDINGS N V 0.7%
Value ($000) $13,927 Shares 382,075 Est. Cost $36.45 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $13,704 Shares 189,330 Est. Cost $48.32 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.6%
Value ($000) $13,511 Shares 173,258 Est. Cost $47.05 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.6%
Value ($000) $13,332 Shares 251,069 Est. Cost $39.68 Unrealized -11.7%
MFC MANULIFE FINL CORP 0.6%
Value ($000) $13,141 Shares 793,513 Est. Cost $16.64 Unrealized +2.6%
BCE BCE INC 0.6%
Value ($000) $12,851 Shares 300,962 Est. Cost $20.69 Unrealized 0.0%
RCI ROGERS COMMUNICATIONS INC 0.6%
Value ($000) $12,638 Shares 293,832 Est. Cost $43.55 Unrealized -6.6%
CINF CINCINNATI FINL CORP 0.6%
Value ($000) $12,302 Shares 260,862 Est. Cost $33.26 Unrealized 0.0%
HAS HASBRO INC 0.6%
Value ($000) $11,715 Shares 248,518 Est. Cost $31.26 Unrealized 0.0%
RHI ROBERT HALF INTL INC 0.5%
Value ($000) $11,427 Shares 292,769 Est. Cost $34.83 Unrealized +5.8%
KLAC KLA-TENCOR CORP 0.5%
Value ($000) $11,105 Shares 182,492 Est. Cost $33.95 Unrealized +8.2%
RMD RESMED INC 0.5%
Value ($000) $10,838 Shares 205,185 Est. Cost $41.07 Unrealized 0.0%
EMN EASTMAN CHEM CO 0.5%
Value ($000) $10,824 Shares 138,944 Est. Cost $48.64 Unrealized +9.1%
THOMSON REUTERS CORP 0.5%
Value ($000) $10,755 Shares 307,200 Est. Cost $33.01 Unrealized
FMX FOMENTO ECONOMICO MEXICANO S 0.5%
Value ($000) $10,313 Shares 106,222 Est. Cost $97.09 Unrealized
GNTX GENTEX CORP 0.4%
Value ($000) $9,167 Shares 358,228 Est. Cost $11.86 Unrealized 0.0%
BB&T CORP 0.4%
Value ($000) $9,056 Shares 268,334 Est. Cost $33.75 Unrealized
JANUS CAP GROUP INC 0.4%
Value ($000) $8,766 Shares 1,030,092 Est. Cost $8.51 Unrealized
RGR STURM RUGER & CO INC 0.4%
Value ($000) $8,597 Shares 137,272 Est. Cost $50.13 Unrealized +7.2%
TAL INTL GROUP INC 0.4%
Value ($000) $7,865 Shares 168,315 Est. Cost $44.16 Unrealized
URS CORP NEW 0.4%
Value ($000) $7,488 Shares 139,316 Est. Cost $48.25 Unrealized
RWT REDWOOD TR INC 0.3%
Value ($000) $7,315 Shares 371,510 Est. Cost $17.51 Unrealized
EVR EVERCORE PARTNERS INC 0.3%
Value ($000) $7,202 Shares 146,302 Est. Cost $30.49 Unrealized +15.5%
OHI OMEGA HEALTHCARE INVS INC 0.3%
Value ($000) $7,061 Shares 236,381 Est. Cost $29.87 Unrealized
HOSPITALITY PPTYS TR 0.3%
Value ($000) $7,000 Shares 247,348 Est. Cost $28.30 Unrealized
OLN OLIN CORP 0.3%
Value ($000) $6,969 Shares 302,070 Est. Cost $16.35 Unrealized 0.0%
TECO ENERGY INC 0.3%
Value ($000) $6,965 Shares 421,129 Est. Cost $16.54 Unrealized
MID-AMER APT CMNTYS INC 0.3%
Value ($000) $6,916 Shares 110,663 Est. Cost $62.50 Unrealized
CBL & ASSOC PPTYS INC 0.3%
Value ($000) $6,825 Shares 357,355 Est. Cost $19.10 Unrealized
DDR CORP 0.3%
Value ($000) $6,822 Shares 434,261 Est. Cost $15.71 Unrealized
ENB ENBRIDGE INC 0.3%
Value ($000) $6,817 Shares 163,328 Est. Cost $22.14 Unrealized 0.0%
MAC MACERICH CO 0.3%
Value ($000) $6,748 Shares 119,558 Est. Cost $56.44 Unrealized
PEOPLES UNITED FINANCIAL INC 0.3%
Value ($000) $6,747 Shares 469,194 Est. Cost $14.38 Unrealized
BLACKROCK INC 0.3%
Value ($000) $6,736 Shares 24,891 Est. Cost $270.62 Unrealized
HIW HIGHWOODS PPTYS INC 0.3%
Value ($000) $6,712 Shares 190,081 Est. Cost $35.31 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.3%
Value ($000) $6,618 Shares 543,801 Est. Cost $12.17 Unrealized
AXIALL CORP 0.3%
Value ($000) $6,513 Shares 172,351 Est. Cost $37.79 Unrealized
NTRS NORTHERN TR CORP 0.3%
Value ($000) $6,358 Shares 116,914 Est. Cost $41.67 Unrealized 0.0%
AMERICAN CAMPUS CMNTYS INC 0.3%
Value ($000) $6,354 Shares 186,067 Est. Cost $34.15 Unrealized
FAF FIRST AMERN FINL CORP 0.3%
Value ($000) $6,107 Shares 250,811 Est. Cost $15.04 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.3%
Value ($000) $6,058 Shares 35,802 Est. Cost $169.21 Unrealized
WOR WORTHINGTON INDS INC 0.3%
Value ($000) $5,936 Shares 172,416 Est. Cost $20.44 Unrealized +4.8%
LEG LEGGETT & PLATT INC 0.3%
Value ($000) $5,613 Shares 186,166 Est. Cost $30.72 Unrealized 0.0%
TM TOYOTA MOTOR CORP 0.3%
Value ($000) $5,521 Shares 43,125 Est. Cost $128.02 Unrealized
ENERGIZER HLDGS INC 0.3%
Value ($000) $5,443 Shares 59,717 Est. Cost $91.15 Unrealized
IVZ INVESCO LTD 0.2%
Value ($000) $4,756 Shares 149,090 Est. Cost $18.96 Unrealized 0.0%
ISHARES 0.2%
Value ($000) $4,158 Shares 82,043 Est. Cost $50.68 Unrealized
SAP SAP AG 0.2%
Value ($000) $3,817 Shares 51,643 Est. Cost $73.91 Unrealized
SCHNITZER STL INDS 0.2%
Value ($000) $3,760 Shares 136,735 Est. Cost $24.06 Unrealized
JKHY HENRY JACK & ASSOC INC 0.2%
Value ($000) $3,654 Shares 70,724 Est. Cost $40.00 Unrealized +6.8%
CBRL CRACKER BARREL OLD CTRY STOR 0.2%
Value ($000) $3,575 Shares 34,645 Est. Cost $52.23 Unrealized +13.1%
PDL BIOPHARMA INC 0.2%
Value ($000) $3,355 Shares 420,960 Est. Cost $7.97 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 0.2%
Value ($000) $3,227 Shares 94,446 Est. Cost $34.17 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $1,079 Shares 17,790 Est. Cost $60.65 Unrealized
COMPANHIA BRASILEIRA DE DIST 0.0%
Value ($000) $731 Shares 15,883 Est. Cost $46.02 Unrealized
SBS COMPANHIA DE SANEAMENTO BASI 0.0%
Value ($000) $709 Shares 71,136 Est. Cost $9.97 Unrealized
SANDERSON FARMS INC 0.0%
Value ($000) $702 Shares 10,758 Est. Cost $65.25 Unrealized
REVENUESHARES ETF TR 0.0%
Value ($000) $554 Shares 13,573 Est. Cost $40.82 Unrealized
IDGT ISHARES 0.0%
Value ($000) $543 Shares 17,965 Est. Cost $30.23 Unrealized
FIRST TR ISE GLBL PLAT INDX 0.0%
Value ($000) $542 Shares 42,170 Est. Cost $12.85 Unrealized
BARCLAYS BK PLC 0.0%
Value ($000) $468 Shares 11,663 Est. Cost $40.13 Unrealized
ROYAL BK SCOTLAND PLC 0.0%
Value ($000) $463 Shares 16,545 Est. Cost $27.98 Unrealized
SPDR INDEX SHS FDS 0.0%
Value ($000) $361 Shares 13,306 Est. Cost $27.13 Unrealized