WBI INVESTMENTS, INC. Quant / Systematic

CIK: 0001397424 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 12, 2014

Total Value ($000): $2,332,964 (100.0% shares, 0.0% debt)

Holdings (107)

LQD ISHARES 11.2%
Value ($000) $262,305 Shares 2,199,441 Est. Cost $116.24 Unrealized
BBY BEST BUY INC 5.0%
Value ($000) $116,790 Shares 3,766,210 Est. Cost $17.91 Unrealized -0.8%
SPDR SERIES TRUST 4.6%
Value ($000) $106,799 Shares 2,559,285 Est. Cost $40.67 Unrealized
POWERSHARES ETF TRUST II 3.1%
Value ($000) $71,479 Shares 2,874,108 Est. Cost $24.69 Unrealized
GME GAMESTOP CORP NEW 2.9%
Value ($000) $67,514 Shares 1,668,236 Est. Cost $6.93 Unrealized +2.9%
JOHNSON CTLS INC 2.3%
Value ($000) $53,447 Shares 1,070,444 Est. Cost $49.93 Unrealized
AMERICAN CAPITAL AGENCY CORP 2.2%
Value ($000) $51,005 Shares 2,178,776 Est. Cost $22.58 Unrealized
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $49,205 Shares 853,955 Est. Cost $38.66 Unrealized +6.6%
ADM ARCHER DANIELS MIDLAND CO 2.0%
Value ($000) $47,242 Shares 1,071,008 Est. Cost $29.35 Unrealized +7.7%
OMC OMNICOM GROUP INC 1.9%
Value ($000) $43,372 Shares 608,986 Est. Cost $47.35 Unrealized 0.0%
ETR ENTERGY CORP NEW 1.8%
Value ($000) $42,861 Shares 522,118 Est. Cost $20.11 Unrealized +16.6%
IP INTL PAPER CO 1.8%
Value ($000) $41,760 Shares 827,424 Est. Cost $26.48 Unrealized +2.2%
AGRIUM INC 1.8%
Value ($000) $41,566 Shares 453,629 Est. Cost $88.39 Unrealized
EMR EMERSON ELEC CO 1.7%
Value ($000) $38,534 Shares 580,687 Est. Cost $47.85 Unrealized +2.7%
HON HONEYWELL INTL INC 1.6%
Value ($000) $37,050 Shares 398,600 Est. Cost $65.19 Unrealized +0.8%
VANGUARD SCOTTSDALE FDS 1.6%
Value ($000) $36,624 Shares 423,104 Est. Cost $83.42 Unrealized
PCG PG&E CORP 1.5%
Value ($000) $36,076 Shares 751,266 Est. Cost $37.12 Unrealized +7.3%
CPB CAMPBELL SOUP CO 1.5%
Value ($000) $35,215 Shares 768,727 Est. Cost $28.68 Unrealized +10.0%
UNITED TECHNOLOGIES CORP 1.5%
Value ($000) $34,941 Shares 302,651 Est. Cost $114.17 Unrealized
TIME WARNER INC 1.5%
Value ($000) $34,063 Shares 484,876 Est. Cost $65.44 Unrealized
MET METLIFE INC 1.4%
Value ($000) $32,020 Shares 576,311 Est. Cost $31.10 Unrealized +2.4%
WM WASTE MGMT INC DEL 1.4%
Value ($000) $31,593 Shares 706,298 Est. Cost $32.32 Unrealized +6.2%
MAS MASCO CORP 1.3%
Value ($000) $31,005 Shares 1,396,621 Est. Cost $15.87 Unrealized 0.0%
AMERICA MOVIL SAB DE CV 1.3%
Value ($000) $30,451 Shares 1,467,519 Est. Cost $20.59 Unrealized
VANGUARD SCOTTSDALE FDS 1.3%
Value ($000) $29,620 Shares 328,194 Est. Cost $82.99 Unrealized
RSG REPUBLIC SVCS INC 1.2%
Value ($000) $28,578 Shares 752,658 Est. Cost $26.61 Unrealized +7.3%
AAPL APPLE INC 1.2%
Value ($000) $28,224 Shares 303,714 Est. Cost $16.03 Unrealized +16.4%
WY WEYERHAEUSER CO 1.2%
Value ($000) $28,216 Shares 852,707 Est. Cost $17.71 Unrealized +8.9%
HOG HARLEY DAVIDSON INC 1.1%
Value ($000) $25,382 Shares 363,386 Est. Cost $66.26 Unrealized +6.3%
LVS LAS VEGAS SANDS CORP 1.0%
Value ($000) $24,493 Shares 321,344 Est. Cost $54.94 Unrealized -1.3%
WMT WAL-MART STORES INC 1.0%
Value ($000) $23,241 Shares 309,590 Est. Cost $19.88 Unrealized +3.2%
TRV TRAVELERS COMPANIES INC 1.0%
Value ($000) $22,578 Shares 240,017 Est. Cost $63.57 Unrealized +10.9%
ERIC ERICSSON 1.0%
Value ($000) $22,497 Shares 1,862,340 Est. Cost $11.85 Unrealized
XEROX CORP 1.0%
Value ($000) $22,274 Shares 1,790,519 Est. Cost $11.30 Unrealized
BA BOEING CO 0.9%
Value ($000) $21,954 Shares 172,552 Est. Cost $112.58 Unrealized 0.0%
GIS GENERAL MLS INC 0.9%
Value ($000) $21,767 Shares 414,287 Est. Cost $32.89 Unrealized +8.7%
PRU PRUDENTIAL FINL INC 0.9%
Value ($000) $20,635 Shares 232,451 Est. Cost $48.26 Unrealized +6.4%
CISCO SYS INC 0.8%
Value ($000) $19,342 Shares 778,357 Est. Cost $23.46 Unrealized
SINCLAIR BROADCAST GROUP INC 0.8%
Value ($000) $18,481 Shares 531,818 Est. Cost $33.96 Unrealized
GANNETT INC 0.8%
Value ($000) $17,788 Shares 568,127 Est. Cost $29.68 Unrealized
MAN MANPOWERGROUP INC 0.8%
Value ($000) $17,737 Shares 209,044 Est. Cost $79.28 Unrealized +2.7%
DUNKIN BRANDS GROUP INC 0.8%
Value ($000) $17,645 Shares 385,181 Est. Cost $45.81 Unrealized
RMD RESMED INC 0.7%
Value ($000) $17,368 Shares 343,044 Est. Cost $38.52 Unrealized +10.6%
PETSMART INC 0.7%
Value ($000) $17,326 Shares 289,731 Est. Cost $59.80 Unrealized
PARTNERRE LTD 0.7%
Value ($000) $17,157 Shares 157,098 Est. Cost $103.64 Unrealized
INGERSOLL-RAND PLC 0.7%
Value ($000) $17,156 Shares 274,451 Est. Cost $61.26 Unrealized
DUKE ENERGY CORP NEW 0.7%
Value ($000) $16,931 Shares 228,210 Est. Cost $66.78 Unrealized
PFG PRINCIPAL FINL GROUP INC 0.7%
Value ($000) $16,574 Shares 328,330 Est. Cost $29.91 Unrealized +3.5%
PAYX PAYCHEX INC 0.7%
Value ($000) $16,187 Shares 389,482 Est. Cost $28.79 Unrealized 0.0%
CINF CINCINNATI FINL CORP 0.7%
Value ($000) $15,399 Shares 320,546 Est. Cost $33.55 Unrealized +3.6%
HCP INC 0.7%
Value ($000) $15,289 Shares 369,488 Est. Cost $39.00 Unrealized
WU WESTERN UN CO 0.6%
Value ($000) $14,652 Shares 844,978 Est. Cost $17.26 Unrealized
CABLEVISION SYS CORP 0.6%
Value ($000) $14,422 Shares 817,106 Est. Cost $17.92 Unrealized
BCE BCE INC 0.6%
Value ($000) $13,897 Shares 306,365 Est. Cost $20.69 Unrealized +11.4%
PIMCO ETF TR 0.6%
Value ($000) $13,242 Shares 121,483 Est. Cost $105.87 Unrealized
RJF RAYMOND JAMES FINANCIAL INC 0.5%
Value ($000) $12,304 Shares 242,534 Est. Cost $28.16 Unrealized 0.0%
MOBILE TELESYSTEMS OJSC 0.5%
Value ($000) $12,088 Shares 612,382 Est. Cost $17.63 Unrealized
CE CELANESE CORP DEL 0.5%
Value ($000) $11,750 Shares 182,787 Est. Cost $42.89 Unrealized +13.4%
AXIALL CORP 0.5%
Value ($000) $11,652 Shares 246,509 Est. Cost $40.46 Unrealized
DSW INC 0.5%
Value ($000) $11,569 Shares 414,083 Est. Cost $27.94 Unrealized
HMC HONDA MOTOR LTD 0.5%
Value ($000) $11,288 Shares 322,620 Est. Cost $34.99 Unrealized
MFC MANULIFE FINL CORP 0.5%
Value ($000) $11,253 Shares 566,309 Est. Cost $16.93 Unrealized +11.6%
ENERGIZER HLDGS INC 0.5%
Value ($000) $10,895 Shares 89,279 Est. Cost $101.74 Unrealized
PEOPLES UNITED FINANCIAL INC 0.4%
Value ($000) $10,406 Shares 685,945 Est. Cost $14.81 Unrealized
GGB GERDAU S A 0.4%
Value ($000) $9,893 Shares 1,679,699 Est. Cost $5.89 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $9,829 Shares 235,698 Est. Cost $31.43 Unrealized +8.1%
CBL & ASSOC PPTYS INC 0.4%
Value ($000) $9,501 Shares 500,048 Est. Cost $19.00 Unrealized
FAF FIRST AMERN FINL CORP 0.4%
Value ($000) $9,366 Shares 337,027 Est. Cost $15.77 Unrealized +18.5%
PNW PINNACLE WEST CAP CORP 0.4%
Value ($000) $9,294 Shares 160,692 Est. Cost $34.02 Unrealized +3.2%
PKG PACKAGING CORP AMER 0.4%
Value ($000) $9,245 Shares 129,318 Est. Cost $42.93 Unrealized +13.4%
DUN & BRADSTREET CORP DEL NE 0.4%
Value ($000) $8,735 Shares 79,263 Est. Cost $99.58 Unrealized
DDR CORP 0.4%
Value ($000) $8,660 Shares 491,201 Est. Cost $16.05 Unrealized
LEG LEGGETT & PLATT INC 0.4%
Value ($000) $8,546 Shares 249,310 Est. Cost $30.66 Unrealized +8.6%
UMPQUA HLDGS CORP 0.4%
Value ($000) $8,403 Shares 468,918 Est. Cost $18.64 Unrealized
UNUM GROUP 0.3%
Value ($000) $8,120 Shares 233,615 Est. Cost $35.30 Unrealized
IVZ INVESCO LTD 0.3%
Value ($000) $8,104 Shares 214,673 Est. Cost $19.53 Unrealized +12.4%
RWT REDWOOD TR INC 0.3%
Value ($000) $8,030 Shares 412,423 Est. Cost $17.73 Unrealized
TM TOYOTA MOTOR CORP 0.3%
Value ($000) $6,881 Shares 57,507 Est. Cost $119.66 Unrealized
PENSKE AUTOMOTIVE GRP INC 0.3%
Value ($000) $6,803 Shares 137,441 Est. Cost $46.92 Unrealized
INFY INFOSYS LTD 0.3%
Value ($000) $6,470 Shares 120,319 Est. Cost $53.77 Unrealized
WOR WORTHINGTON INDS INC 0.3%
Value ($000) $6,264 Shares 145,538 Est. Cost $24.20 Unrealized 0.0%
REGAL ENTMT GROUP 0.3%
Value ($000) $5,992 Shares 283,970 Est. Cost $21.10 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $5,908 Shares 49,911 Est. Cost $81.79 Unrealized +1.9%
ELS EQUITY LIFESTYLE PPTYS INC 0.3%
Value ($000) $5,893 Shares 133,439 Est. Cost $35.61 Unrealized
AQUA AMERICA INC 0.3%
Value ($000) $5,888 Shares 224,561 Est. Cost $23.93 Unrealized
RLJ RLJ LODGING TR 0.2%
Value ($000) $5,808 Shares 201,048 Est. Cost $28.89 Unrealized
ASB ASSOCIATED BANC CORP 0.2%
Value ($000) $5,795 Shares 320,496 Est. Cost $11.37 Unrealized +6.0%
EWBC EAST WEST BANCORP INC 0.2%
Value ($000) $5,702 Shares 162,966 Est. Cost $26.68 Unrealized 0.0%
BAX BAXTER INTL INC 0.2%
Value ($000) $5,479 Shares 75,782 Est. Cost $29.26 Unrealized +11.7%
FLO FLOWERS FOODS INC 0.2%
Value ($000) $5,451 Shares 258,565 Est. Cost $13.40 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC 0.2%
Value ($000) $5,438 Shares 410,759 Est. Cost $12.17 Unrealized
AMERICAN CAMPUS CMNTYS INC 0.2%
Value ($000) $5,415 Shares 141,610 Est. Cost $34.15 Unrealized
CBRL CRACKER BARREL OLD CTRY STOR 0.2%
Value ($000) $5,316 Shares 53,387 Est. Cost $60.30 Unrealized -2.1%
RGR STURM RUGER & CO INC 0.2%
Value ($000) $5,301 Shares 89,827 Est. Cost $62.59 Unrealized 0.0%
ACH OWENS & MINOR INC NEW 0.2%
Value ($000) $5,097 Shares 149,996 Est. Cost $29.30 Unrealized -2.1%
STAGE STORES INC 0.2%
Value ($000) $4,702 Shares 251,579 Est. Cost $22.19 Unrealized
BLV VANGUARD BD INDEX FD INC 0.2%
Value ($000) $3,854 Shares 42,874 Est. Cost $81.65 Unrealized
ISHARES TR 0.2%
Value ($000) $3,601 Shares 70,889 Est. Cost $50.69 Unrealized
ZD J2 GLOBAL INC 0.1%
Value ($000) $2,248 Shares 44,190 Est. Cost $41.75 Unrealized 0.0%
TIME INC NEW 0.1%
Value ($000) $1,434 Shares 59,202 Est. Cost $24.22 Unrealized
POWERSHARES ETF TRUST 0.0%
Value ($000) $1,139 Shares 15,619 Est. Cost $60.65 Unrealized
RYDEX ETF TRUST 0.0%
Value ($000) $587 Shares 10,807 Est. Cost $49.75 Unrealized
ARGO GROUP INTL HLDGS LTD 0.0%
Value ($000) $584 Shares 11,428 Est. Cost $46.50 Unrealized
FIRST TR S&P REIT INDEX FD 0.0%
Value ($000) $580 Shares 28,356 Est. Cost $19.17 Unrealized
WISDOMTREE TR 0.0%
Value ($000) $523 Shares 10,592 Est. Cost $49.38 Unrealized
EUFN ISHARES 0.0%
Value ($000) $484 Shares 19,614 Est. Cost $25.47 Unrealized
BARCLAYS BK PLC 0.0%
Value ($000) $427 Shares 10,277 Est. Cost $40.13 Unrealized