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Mosaic Family Wealth’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-400
Closed -$12K – 881
2017
Q3 		$12K Buy
+400
New +$11.7K ﹤0.01% 552

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 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
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

Mosaic Family Wealth's SBIO Position: Q4 2017 in Review

Mosaic Family Wealth sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q4 2017, closing a stake of 400 shares — an estimated $12K sold.

Mosaic Family Wealth first reported a position in SBIO in Q3 2017 and held it in 1 quarter. The position peaked at $12K in Q3 2017. 34 funds tracked by Wall St. Rank hold SBIO as of Q4 2017.

  • Mosaic Family Wealth reported no remaining ALPS Medical Breakthroughs ETF position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 400 ALPS Medical Breakthroughs ETF shares in Q4 2017, an estimated $12K.
  • Mosaic Family Wealth first reported a position in ALPS Medical Breakthroughs ETF in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's ALPS Medical Breakthroughs ETF position peaked at $12K in Q3 2017.
  • 34 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.