Patriot Financial Group Insurance Agency’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Patriot Financial Group Insurance Agency’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	-205	Closed	-$7K	–	1441
2019 Q2	$7K	Hold	205	–	–	﹤0.01%	880
2019 Q1	$7K	Hold	205	–	–	﹤0.01%	782
2018 Q4	$6K	Hold	205	–	–	﹤0.01%	709
2018 Q3	$8K	Buy	+205	New	+$7.78K	﹤0.01%	669

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 $1.02B AUM 31.16% 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

Patriot Financial Group Insurance Agency's SBIO Position: Q3 2019 in Review

Patriot Financial Group Insurance Agency sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q3 2019, closing a stake of 205 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in SBIO in Q3 2018 and held it in 4 quarters. The position peaked at $8K in Q3 2018. 47 funds tracked by Wall St. Rank hold SBIO as of Q3 2019.

Patriot Financial Group Insurance Agency reported no remaining ALPS Medical Breakthroughs ETF position as of Q3 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 205 ALPS Medical Breakthroughs ETF shares in Q3 2019, an estimated $7K.
Patriot Financial Group Insurance Agency first reported a position in ALPS Medical Breakthroughs ETF in Q3 2018 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's ALPS Medical Breakthroughs ETF position peaked at $8K in Q3 2018.
47 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q3 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2019, filed 25 Oct 2019.