AWM
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Avior Wealth Management’s Virtus Biotech Clinical Trials ETF BBC Stock Holding History

Avior Wealth Management’s Portfolio BBC Stock Details BBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-500
Closed -$15K – 788
2017
Q3 		$15K Buy
+500
New +$12.9K ﹤0.01% 297

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Jane Street
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LTFS
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CA
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Morgan Stanley
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Wells Fargo
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UBS Group
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Avior Wealth Management's BBC Position: Q4 2017 in Review

Avior Wealth Management sold out of Virtus Biotech Clinical Trials ETF (BBC) in Q4 2017, closing a stake of 500 shares — an estimated $15K sold.

Avior Wealth Management first reported a position in BBC in Q3 2017 and held it in 1 quarter. The position peaked at $15K in Q3 2017. 12 funds tracked by Wall St. Rank hold BBC as of Q4 2017.

  • Avior Wealth Management reported no remaining Virtus Biotech Clinical Trials ETF position as of Q4 2017 after selling out during the quarter.
  • Avior Wealth Management sold 500 Virtus Biotech Clinical Trials ETF shares in Q4 2017, an estimated $15K.
  • Avior Wealth Management first reported a position in Virtus Biotech Clinical Trials ETF in Q3 2017 and held it in 1 quarter.
  • Avior Wealth Management's Virtus Biotech Clinical Trials ETF position peaked at $15K in Q3 2017.
  • 12 funds tracked by Wall St. Rank held Virtus Biotech Clinical Trials ETF as of Q4 2017.

Based on Avior Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.