WBI INVESTMENTS, INC. Quant / Systematic

CIK: 0001397424 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 15, 2014

Total Value ($000): $2,280,478 (100.0% shares, 0.0% debt)

Holdings (114)

LQD ISHARES 5.9%
Value ($000) $135,466 Shares 1,158,422 Est. Cost $113.52 Unrealized
HYG ISHARES 4.7%
Value ($000) $106,770 Shares 1,131,163 Est. Cost $91.64 Unrealized
SPDR SERIES TRUST 4.3%
Value ($000) $97,059 Shares 2,348,969 Est. Cost $40.58 Unrealized
BBY BEST BUY INC 4.2%
Value ($000) $95,088 Shares 3,600,465 Est. Cost $17.92 Unrealized 0.0%
AAPL APPLE INC 3.9%
Value ($000) $88,673 Shares 165,206 Est. Cost $13.82 Unrealized +19.9%
GME GAMESTOP CORP NEW 3.5%
Value ($000) $79,048 Shares 1,923,309 Est. Cost $6.93 Unrealized 0.0%
POWERSHARES ETF TRUST II 3.0%
Value ($000) $68,925 Shares 2,778,117 Est. Cost $24.68 Unrealized
JPM JPMORGAN CHASE & CO 2.3%
Value ($000) $51,328 Shares 845,455 Est. Cost $38.63 Unrealized +8.9%
COACH INC 2.1%
Value ($000) $47,166 Shares 949,782 Est. Cost $55.41 Unrealized
ADM ARCHER DANIELS MIDLAND CO 2.0%
Value ($000) $45,964 Shares 1,059,327 Est. Cost $29.33 Unrealized 0.0%
GIS GENERAL MLS INC 1.9%
Value ($000) $44,131 Shares 851,623 Est. Cost $32.89 Unrealized +0.2%
AMERICAN CAPITAL AGENCY CORP 1.9%
Value ($000) $44,043 Shares 2,049,463 Est. Cost $22.52 Unrealized
AGRIUM INC 1.9%
Value ($000) $42,429 Shares 435,078 Est. Cost $88.25 Unrealized
TRV TRAVELERS COMPANIES INC 1.8%
Value ($000) $42,138 Shares 495,153 Est. Cost $63.57 Unrealized +1.6%
EMR EMERSON ELEC CO 1.6%
Value ($000) $37,093 Shares 555,289 Est. Cost $47.79 Unrealized 0.0%
VANGUARD SCOTTSDALE FDS 1.6%
Value ($000) $36,787 Shares 432,895 Est. Cost $83.42 Unrealized
ETR ENTERGY CORP NEW 1.5%
Value ($000) $34,954 Shares 522,879 Est. Cost $20.11 Unrealized -2.3%
UNITED TECHNOLOGIES CORP 1.5%
Value ($000) $33,656 Shares 288,053 Est. Cost $114.10 Unrealized
CPB CAMPBELL SOUP CO 1.4%
Value ($000) $32,769 Shares 730,145 Est. Cost $28.53 Unrealized +4.1%
WISCONSIN ENERGY CORP 1.4%
Value ($000) $31,729 Shares 681,606 Est. Cost $41.12 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $31,018 Shares 315,768 Est. Cost $63.61 Unrealized +4.8%
TIME WARNER INC 1.4%
Value ($000) $30,948 Shares 473,725 Est. Cost $65.33 Unrealized
PCG PG&E CORP 1.4%
Value ($000) $30,922 Shares 715,785 Est. Cost $36.99 Unrealized -0.2%
MET METLIFE INC 1.3%
Value ($000) $29,302 Shares 554,966 Est. Cost $31.07 Unrealized 0.0%
VANGUARD SCOTTSDALE FDS 1.3%
Value ($000) $29,210 Shares 334,745 Est. Cost $82.99 Unrealized
WSM WILLIAMS SONOMA INC 1.2%
Value ($000) $28,430 Shares 426,624 Est. Cost $21.17 Unrealized +4.4%
BAX BAXTER INTL INC 1.2%
Value ($000) $28,361 Shares 385,450 Est. Cost $29.26 Unrealized +3.7%
WM WASTE MGMT INC DEL 1.2%
Value ($000) $28,131 Shares 668,672 Est. Cost $32.21 Unrealized +1.7%
RSG REPUBLIC SVCS INC 1.1%
Value ($000) $24,424 Shares 714,975 Est. Cost $26.51 Unrealized 0.0%
WY WEYERHAEUSER CO 1.0%
Value ($000) $23,840 Shares 812,271 Est. Cost $17.63 Unrealized +7.9%
ERIC ERICSSON 1.0%
Value ($000) $23,754 Shares 1,782,026 Est. Cost $11.84 Unrealized
HOG HARLEY DAVIDSON INC 1.0%
Value ($000) $23,645 Shares 354,973 Est. Cost $66.16 Unrealized 0.0%
WMT WAL-MART STORES INC 1.0%
Value ($000) $23,170 Shares 303,158 Est. Cost $19.87 Unrealized +0.2%
MAXIM INTEGRATED PRODS INC 1.0%
Value ($000) $21,672 Shares 654,345 Est. Cost $29.82 Unrealized
IP INTL PAPER CO 0.9%
Value ($000) $21,363 Shares 465,631 Est. Cost $26.03 Unrealized +4.6%
XEROX CORP 0.9%
Value ($000) $20,248 Shares 1,791,872 Est. Cost $11.30 Unrealized
PRU PRUDENTIAL FINL INC 0.8%
Value ($000) $19,271 Shares 227,659 Est. Cost $48.19 Unrealized +8.4%
HON HONEYWELL INTL INC 0.8%
Value ($000) $18,974 Shares 204,546 Est. Cost $64.71 Unrealized 0.0%
ENERGIZER HLDGS INC 0.8%
Value ($000) $17,864 Shares 177,332 Est. Cost $101.74 Unrealized
ENCANA CORP 0.8%
Value ($000) $17,161 Shares 802,677 Est. Cost $17.42 Unrealized
CISCO SYS INC 0.8%
Value ($000) $17,131 Shares 764,275 Est. Cost $23.43 Unrealized
DUKE ENERGY CORP NEW 0.7%
Value ($000) $16,497 Shares 231,630 Est. Cost $66.78 Unrealized
EMN EASTMAN CHEM CO 0.7%
Value ($000) $15,982 Shares 185,384 Est. Cost $50.21 Unrealized +13.4%
PARTNERRE LTD 0.7%
Value ($000) $15,856 Shares 153,199 Est. Cost $103.50 Unrealized
MAN MANPOWERGROUP INC 0.7%
Value ($000) $15,327 Shares 194,435 Est. Cost $79.12 Unrealized 0.0%
RMD RESMED INC 0.7%
Value ($000) $14,971 Shares 334,991 Est. Cost $38.42 Unrealized 0.0%
PFG PRINCIPAL FINL GROUP INC 0.6%
Value ($000) $14,781 Shares 321,394 Est. Cost $29.89 Unrealized 0.0%
CINF CINCINNATI FINL CORP 0.6%
Value ($000) $14,739 Shares 302,899 Est. Cost $33.48 Unrealized +2.1%
INGERSOLL-RAND PLC 0.6%
Value ($000) $14,726 Shares 257,268 Est. Cost $61.18 Unrealized
FDS FACTSET RESH SYS INC 0.6%
Value ($000) $14,678 Shares 136,144 Est. Cost $93.23 Unrealized 0.0%
GANNETT INC 0.6%
Value ($000) $14,370 Shares 520,662 Est. Cost $29.53 Unrealized
PIMCO ETF TR 0.6%
Value ($000) $13,268 Shares 124,397 Est. Cost $105.87 Unrealized
HCP INC 0.6%
Value ($000) $13,160 Shares 339,262 Est. Cost $38.79 Unrealized
SINCLAIR BROADCAST GROUP INC 0.6%
Value ($000) $13,159 Shares 485,762 Est. Cost $33.88 Unrealized
CABLEVISION SYS CORP 0.6%
Value ($000) $13,127 Shares 778,110 Est. Cost $17.93 Unrealized
BCE BCE INC 0.6%
Value ($000) $13,117 Shares 304,058 Est. Cost $20.69 Unrealized +3.9%
DDR CORP 0.6%
Value ($000) $12,986 Shares 788,008 Est. Cost $16.05 Unrealized
WU WESTERN UN CO 0.6%
Value ($000) $12,682 Shares 775,186 Est. Cost $17.25 Unrealized
BROADCOM CORP 0.5%
Value ($000) $12,473 Shares 396,338 Est. Cost $29.82 Unrealized
AVT AVNET INC 0.5%
Value ($000) $11,106 Shares 238,694 Est. Cost $32.02 Unrealized +3.8%
HEALTH CARE REIT INC 0.5%
Value ($000) $10,536 Shares 176,784 Est. Cost $59.60 Unrealized
AXIALL CORP 0.5%
Value ($000) $10,369 Shares 230,835 Est. Cost $39.99 Unrealized
MFC MANULIFE FINL CORP 0.4%
Value ($000) $10,233 Shares 529,947 Est. Cost $16.79 Unrealized +13.9%
NTRS NORTHERN TR CORP 0.4%
Value ($000) $10,167 Shares 155,077 Est. Cost $42.10 Unrealized +8.2%
MOBILE TELESYSTEMS OJSC 0.4%
Value ($000) $10,030 Shares 573,457 Est. Cost $17.49 Unrealized
PEOPLES UNITED FINANCIAL INC 0.4%
Value ($000) $9,570 Shares 643,586 Est. Cost $14.79 Unrealized
CE CELANESE CORP DEL 0.4%
Value ($000) $9,514 Shares 171,384 Est. Cost $42.51 Unrealized 0.0%
MSFT MICROSOFT CORP 0.4%
Value ($000) $9,057 Shares 220,960 Est. Cost $31.26 Unrealized 0.0%
PNW PINNACLE WEST CAP CORP 0.4%
Value ($000) $8,891 Shares 162,651 Est. Cost $34.02 Unrealized -1.1%
FAF FIRST AMERN FINL CORP 0.4%
Value ($000) $8,771 Shares 330,364 Est. Cost $15.71 Unrealized +15.1%
PKG PACKAGING CORP AMER 0.4%
Value ($000) $8,501 Shares 120,805 Est. Cost $42.52 Unrealized +13.2%
OHI OMEGA HEALTHCARE INVS INC 0.4%
Value ($000) $8,183 Shares 244,135 Est. Cost $29.96 Unrealized
UNUM GROUP 0.4%
Value ($000) $8,099 Shares 229,375 Est. Cost $35.31 Unrealized
LEG LEGGETT & PLATT INC 0.3%
Value ($000) $7,981 Shares 244,506 Est. Cost $30.61 Unrealized +1.1%
AVY AVERY DENNISON CORP 0.3%
Value ($000) $7,873 Shares 155,379 Est. Cost $33.24 Unrealized +19.0%
DUN & BRADSTREET CORP DEL NE 0.3%
Value ($000) $7,712 Shares 77,623 Est. Cost $99.35 Unrealized
RWT REDWOOD TR INC 0.3%
Value ($000) $7,662 Shares 377,814 Est. Cost $17.57 Unrealized
MAC MACERICH CO 0.3%
Value ($000) $7,594 Shares 121,830 Est. Cost $56.57 Unrealized
IVZ INVESCO LTD 0.3%
Value ($000) $7,438 Shares 201,017 Est. Cost $19.37 Unrealized +7.8%
TECO ENERGY INC 0.3%
Value ($000) $7,358 Shares 429,038 Est. Cost $16.55 Unrealized
LVS LAS VEGAS SANDS CORP 0.3%
Value ($000) $6,705 Shares 83,009 Est. Cost $56.96 Unrealized 0.0%
PFE PFIZER INC 0.3%
Value ($000) $6,111 Shares 190,246 Est. Cost $18.20 Unrealized 0.0%
HOSPITALITY PPTYS TR 0.3%
Value ($000) $5,854 Shares 203,817 Est. Cost $28.72 Unrealized
MID-AMER APT CMNTYS INC 0.3%
Value ($000) $5,800 Shares 84,956 Est. Cost $62.50 Unrealized
STAGE STORES INC 0.3%
Value ($000) $5,763 Shares 235,719 Est. Cost $22.43 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $5,745 Shares 46,577 Est. Cost $81.68 Unrealized +6.4%
ENB ENBRIDGE INC 0.2%
Value ($000) $5,691 Shares 125,043 Est. Cost $22.14 Unrealized +2.9%
AMTRUST FINL SVCS INC 0.2%
Value ($000) $5,639 Shares 149,946 Est. Cost $37.61 Unrealized
PENSKE AUTOMOTIVE GRP INC 0.2%
Value ($000) $5,596 Shares 130,872 Est. Cost $46.79 Unrealized
HIW HIGHWOODS PPTYS INC 0.2%
Value ($000) $5,576 Shares 145,159 Est. Cost $35.31 Unrealized
ASB ASSOCIATED BANC CORP 0.2%
Value ($000) $5,414 Shares 299,775 Est. Cost $11.32 Unrealized +2.6%
AMERICAN CAMPUS CMNTYS INC 0.2%
Value ($000) $5,344 Shares 143,080 Est. Cost $34.15 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.2%
Value ($000) $5,312 Shares 415,321 Est. Cost $12.17 Unrealized
AMERICA MOVIL SAB DE CV 0.2%
Value ($000) $5,236 Shares 263,399 Est. Cost $19.88 Unrealized
CBRL CRACKER BARREL OLD CTRY STOR 0.2%
Value ($000) $5,235 Shares 53,834 Est. Cost $60.30 Unrealized 0.0%
AQUA AMERICA INC 0.2%
Value ($000) $5,196 Shares 207,257 Est. Cost $23.74 Unrealized
UMPQUA HLDGS CORP 0.2%
Value ($000) $5,151 Shares 276,357 Est. Cost $19.14 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 0.2%
Value ($000) $5,092 Shares 125,267 Est. Cost $35.05 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $4,989 Shares 26,585 Est. Cost $60.55 Unrealized +12.7%
SMG SCOTTS MIRACLE GRO CO 0.2%
Value ($000) $4,988 Shares 81,399 Est. Cost $38.41 Unrealized +2.0%
BKE BUCKLE INC 0.2%
Value ($000) $4,953 Shares 108,149 Est. Cost $14.39 Unrealized 0.0%
ACH OWENS & MINOR INC NEW 0.2%
Value ($000) $4,921 Shares 140,486 Est. Cost $29.35 Unrealized 0.0%
BLV VANGUARD BD INDEX FD INC 0.2%
Value ($000) $3,718 Shares 42,874 Est. Cost $81.65 Unrealized
ISHARES TR 0.2%
Value ($000) $3,455 Shares 68,131 Est. Cost $50.68 Unrealized
POWERSHARES ETF TRUST 0.1%
Value ($000) $1,201 Shares 16,830 Est. Cost $60.65 Unrealized
SANDERSON FARMS INC 0.0%
Value ($000) $800 Shares 10,191 Est. Cost $65.25 Unrealized
RYDEX ETF TRUST 0.0%
Value ($000) $598 Shares 11,633 Est. Cost $49.75 Unrealized
REVENUESHARES ETF TR 0.0%
Value ($000) $590 Shares 12,889 Est. Cost $40.82 Unrealized
FIRST TR S&P REIT INDEX FD 0.0%
Value ($000) $585 Shares 30,516 Est. Cost $19.17 Unrealized
ARGO GROUP INTL HLDGS LTD 0.0%
Value ($000) $564 Shares 12,303 Est. Cost $46.50 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.0%
Value ($000) $541 Shares 10,738 Est. Cost $21.72 Unrealized 0.0%
EUFN ISHARES 0.0%
Value ($000) $538 Shares 21,121 Est. Cost $25.47 Unrealized
ITB ISHARES 0.0%
Value ($000) $526 Shares 21,726 Est. Cost $24.21 Unrealized
BARCLAYS BK PLC 0.0%
Value ($000) $452 Shares 11,059 Est. Cost $40.13 Unrealized