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Patten Group’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Patten Group’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
Q1 		– Sell
-765
Closed -$22K – 454
2018
Q4 		$22K Sell
765
-540
-41% -$17.9K 0.01% 362
2018
Q3 		$51K Buy
+1,305
New +$49.5K 0.02% 317

Other funds holding SBIO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIA
Wealthstreet Investment Advisors Dallas, Texas $3.71M AUM 13.1% 1-Year Est. Return

Patten Group's SBIO Position: Q1 2019 in Review

Patten Group sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q1 2019, closing a stake of 765 shares — an estimated $22K sold.

Patten Group first reported a position in SBIO in Q3 2018 and held it in 2 quarters. The position peaked at $51K in Q3 2018. 47 funds tracked by Wall St. Rank hold SBIO as of Q1 2019.

  • Patten Group reported no remaining ALPS Medical Breakthroughs ETF position as of Q1 2019 after selling out during the quarter.
  • Patten Group sold 765 ALPS Medical Breakthroughs ETF shares in Q1 2019, an estimated $22K.
  • Patten Group first reported a position in ALPS Medical Breakthroughs ETF in Q3 2018 and held it in 2 quarters.
  • Patten Group's ALPS Medical Breakthroughs ETF position peaked at $51K in Q3 2018.
  • 47 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.