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Raymond James & Associates’s Virtus Biotech Clinical Trials ETF BBC Stock Holding History

Raymond James & Associates’s Portfolio BBC Stock Details BBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-12,068
Closed -$290K – 3411
2017
Q2 		$290K Buy
12,068
+2,228
+23% +$49.9K ﹤0.01% 2747
2017
Q1 		$228K Buy
+9,840
New +$209K ﹤0.01% 2849

Other funds holding BBC

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Raymond James & Associates's BBC Position: Q3 2017 in Review

Raymond James & Associates sold out of Virtus Biotech Clinical Trials ETF (BBC) in Q3 2017, closing a stake of 12,068 shares — an estimated $290K sold.

Raymond James & Associates first reported a position in BBC in Q1 2017 and held it in 2 quarters. The position peaked at $290K in Q2 2017. 10 funds tracked by Wall St. Rank hold BBC as of Q3 2017.

  • Raymond James & Associates reported no remaining Virtus Biotech Clinical Trials ETF position as of Q3 2017 after selling out during the quarter.
  • Raymond James & Associates sold 12,068 Virtus Biotech Clinical Trials ETF shares in Q3 2017, an estimated $290K.
  • Raymond James & Associates first reported a position in Virtus Biotech Clinical Trials ETF in Q1 2017 and held it in 2 quarters.
  • Raymond James & Associates's Virtus Biotech Clinical Trials ETF position peaked at $290K in Q2 2017.
  • 10 funds tracked by Wall St. Rank held Virtus Biotech Clinical Trials ETF as of Q3 2017.

Based on Raymond James & Associates's 13F filing for Q3 2017, filed 13 Nov 2017.