Aviance Capital Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Aviance Capital Management’s Portfolio SBIO Stock Details SBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$36K	Sell	988 -233	-19%	-$7.78K	0.01%	184
2018 Q4	$34K	Sell	1,221 -4,870	-80%	-$161K	﹤0.01%	185
2018 Q3	$240K	Buy	6,091 +3,301	+118%	+$125K	0.02%	144
2018 Q2	$104K	Buy	+2,790	New	+$101K	0.01%	172
2015 Q4	–	Sell	-10,423	Closed	-$291K	–	327
2015 Q3	$291K	Buy	+10,423	New	+$364K	0.01%	253

Other funds holding SBIO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WIA

Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

Aviance Capital Management's SBIO Position: Q1 2019 in Review

Aviance Capital Management reduced its ALPS Medical Breakthroughs ETF (SBIO) stake by 19% in Q1 2019, selling an estimated $7.78K and leaving 988 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #184.

Aviance Capital Management first reported a position in SBIO in Q3 2015 and has held it in 5 quarters since. The position peaked at $291K in Q3 2015. 47 funds tracked by Wall St. Rank hold SBIO as of Q1 2019.

Aviance Capital Management held 988 shares of ALPS Medical Breakthroughs ETF worth $36K as of Q1 2019.
Aviance Capital Management sold 233 ALPS Medical Breakthroughs ETF shares in Q1 2019, an estimated $7.78K.
ALPS Medical Breakthroughs ETF made up 0.01% of Aviance Capital Management's portfolio in Q1 2019, its #184 holding.
Aviance Capital Management first reported a position in ALPS Medical Breakthroughs ETF in Q3 2015 and has held it in 5 quarters since.
Aviance Capital Management's ALPS Medical Breakthroughs ETF position peaked at $291K in Q3 2015.
47 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.