Murphy Capital Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Murphy Capital 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	-7,400	Closed	-$267K	–	237
2019 Q2	$267K	Hold	7,400	–	–	0.04%	204
2019 Q1	$267K	Sell	7,400 -200	-3%	-$6.68K	0.04%	205
2018 Q4	$213K	Sell	7,600 -300	-4%	-$9.95K	0.04%	222
2018 Q3	$311K	Sell	7,900 -1,000	-11%	-$37.9K	0.04%	219
2018 Q2	$331K	Buy	8,900 +1,900	+27%	+$68.9K	0.05%	216
2018 Q1	$239K	Hold	7,000	–	–	0.03%	238
2017 Q4	$229K	Sell	7,000 -250	-3%	-$7.82K	0.03%	241
2017 Q3	$226K	Sell	7,250 -350	-5%	-$10.3K	0.03%	245
2017 Q2	$211K	Buy	+7,600	New	+$198K	0.03%	255
2016 Q4	–	Sell	-9,650	Closed	-$251K	–	291
2016 Q3	$251K	Sell	9,650 -300	-3%	-$7.49K	0.04%	252
2016 Q2	$225K	Buy	+9,950	New	+$236K	0.03%	276
2016 Q1	–	Sell	-13,850	Closed	-$439K	–	319
2015 Q4	$439K	Sell	13,850 -3,475	-20%	-$106K	0.07%	204
2015 Q3	$483K	Sell	17,325 -1,150	-6%	-$40.1K	0.08%	193
2015 Q2	$656K	Buy	18,475 +7,475	+68%	+$244K	0.1%	184
2015 Q1	$328K	Buy	+11,000	New	+$309K	0.05%	253

Other funds holding SBIO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Murphy Capital Management's SBIO Position: Q3 2019 in Review

Murphy Capital Management sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q3 2019, closing a stake of 7,400 shares — an estimated $267K sold.

Murphy Capital Management first reported a position in SBIO in Q1 2015 and held it in 15 quarters. The position peaked at $656K in Q2 2015. 47 funds tracked by Wall St. Rank hold SBIO as of Q3 2019.

Murphy Capital Management reported no remaining ALPS Medical Breakthroughs ETF position as of Q3 2019 after selling out during the quarter.
Murphy Capital Management sold 7,400 ALPS Medical Breakthroughs ETF shares in Q3 2019, an estimated $267K.
Murphy Capital Management first reported a position in ALPS Medical Breakthroughs ETF in Q1 2015 and held it in 15 quarters.
Murphy Capital Management's ALPS Medical Breakthroughs ETF position peaked at $656K in Q2 2015.
47 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q3 2019.

Based on Murphy Capital Management's 13F filing for Q3 2019, filed 11 Oct 2019.