LF
SBIO icon

Lee Financial’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Lee Financial’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
Q3 		– Sell
-150
Closed -$6K – 669
2018
Q2 		$6K Buy
150
+50
+50% +$1.81K ﹤0.01% 601
2018
Q1 		$3K Buy
+100
New +$3.51K ﹤0.01% 679

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lee Financial's SBIO Position: Q3 2018 in Review

Lee Financial sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q3 2018, closing a stake of 150 shares — an estimated $6K sold.

Lee Financial first reported a position in SBIO in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q2 2018. 55 funds tracked by Wall St. Rank hold SBIO as of Q3 2018.

  • Lee Financial reported no remaining ALPS Medical Breakthroughs ETF position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 150 ALPS Medical Breakthroughs ETF shares in Q3 2018, an estimated $6K.
  • Lee Financial first reported a position in ALPS Medical Breakthroughs ETF in Q1 2018 and held it in 2 quarters.
  • Lee Financial's ALPS Medical Breakthroughs ETF position peaked at $6K in Q2 2018.
  • 55 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.