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Calton & Associates’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-571
Closed -$20K – 1095
2017
Q4 		$20K Buy
+571
New +$17.9K 0.01% 886

Other funds holding SBIO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 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

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

Calton & Associates sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q1 2018, closing a stake of 571 shares — an estimated $20K sold.

Calton & Associates first reported a position in SBIO in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 42 funds tracked by Wall St. Rank hold SBIO as of Q1 2018.

  • Calton & Associates reported no remaining ALPS Medical Breakthroughs ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 571 ALPS Medical Breakthroughs ETF shares in Q1 2018, an estimated $20K.
  • Calton & Associates first reported a position in ALPS Medical Breakthroughs ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's ALPS Medical Breakthroughs ETF position peaked at $20K in Q4 2017.
  • 42 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2018.

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