CA
BBC icon

Calton & Associates’s Virtus Biotech Clinical Trials ETF BBC Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-2,239
Closed -$74K – 417
2017
Q4 		$74K Buy
+2,239
New +$62.7K 0.02% 555

Other funds holding BBC

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Calton & Associates's BBC Position: Q1 2018 in Review

Calton & Associates sold out of Virtus Biotech Clinical Trials ETF (BBC) in Q1 2018, closing a stake of 2,239 shares — an estimated $74K sold.

Calton & Associates first reported a position in BBC in Q4 2017 and held it in 1 quarter. The position peaked at $74K in Q4 2017. 18 funds tracked by Wall St. Rank hold BBC as of Q1 2018.

  • Calton & Associates reported no remaining Virtus Biotech Clinical Trials ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,239 Virtus Biotech Clinical Trials ETF shares in Q1 2018, an estimated $74K.
  • Calton & Associates first reported a position in Virtus Biotech Clinical Trials ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Virtus Biotech Clinical Trials ETF position peaked at $74K in Q4 2017.
  • 18 funds tracked by Wall St. Rank held Virtus Biotech Clinical Trials ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.