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Institutional & Family Asset Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Institutional & Family Asset 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
Q3 		– Sell
-53
Closed -$2K – 877
2019
Q2 		$2K Buy
+53
New +$1.83K ﹤0.01% 738

Other funds holding SBIO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

Institutional & Family Asset Management's SBIO Position: Q3 2019 in Review

Institutional & Family Asset Management sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q3 2019, closing a stake of 53 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in SBIO in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 47 funds tracked by Wall St. Rank hold SBIO as of Q3 2019.

  • Institutional & Family Asset Management reported no remaining ALPS Medical Breakthroughs ETF position as of Q3 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 53 ALPS Medical Breakthroughs ETF shares in Q3 2019, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in ALPS Medical Breakthroughs ETF in Q2 2019 and held it in 1 quarter.
  • Institutional & Family Asset Management's ALPS Medical Breakthroughs ETF position peaked at $2K in Q2 2019.
  • 47 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q3 2019.

Based on Institutional & Family Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.