Capstone Financial Advisors’s Sphere 3D ANY Stock Holding History

Capstone Financial Advisors’s Portfolio ANY Stock Details ANY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-27	Closed	-$6K	–	91
2018 Q3	$6K	Hold	27	–	–	﹤0.01%	88
2018 Q2	$7K	Buy	+27	New	+$8.4K	﹤0.01%	85

Other funds holding ANY

CCP

Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Capstone Financial Advisors's ANY Position: Q4 2018 in Review

Capstone Financial Advisors sold out of Sphere 3D (ANY) in Q4 2018, closing a stake of 27 shares — an estimated $6K sold.

Capstone Financial Advisors first reported a position in ANY in Q2 2018 and held it in 2 quarters. The position peaked at $7K in Q2 2018. 4 funds tracked by Wall St. Rank hold ANY as of Q4 2018.

Capstone Financial Advisors reported no remaining Sphere 3D position as of Q4 2018 after selling out during the quarter.
Capstone Financial Advisors sold 27 Sphere 3D shares in Q4 2018, an estimated $6K.
Capstone Financial Advisors first reported a position in Sphere 3D in Q2 2018 and held it in 2 quarters.
Capstone Financial Advisors's Sphere 3D position peaked at $7K in Q2 2018.
4 funds tracked by Wall St. Rank held Sphere 3D as of Q4 2018.

Based on Capstone Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.