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Regal Investment Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-185
Closed -$5K – 757
2015
Q3 		$5K Buy
+185
New +$6.46K ﹤0.01% 812

Other funds holding SBIO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Virtu KCG Holdings
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

Regal Investment Advisors's SBIO Position: Q4 2015 in Review

Regal Investment Advisors sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q4 2015, closing a stake of 185 shares — an estimated $5K sold.

Regal Investment Advisors first reported a position in SBIO in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 31 funds tracked by Wall St. Rank hold SBIO as of Q4 2015.

  • Regal Investment Advisors reported no remaining ALPS Medical Breakthroughs ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 185 ALPS Medical Breakthroughs ETF shares in Q4 2015, an estimated $5K.
  • Regal Investment Advisors first reported a position in ALPS Medical Breakthroughs ETF in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's ALPS Medical Breakthroughs ETF position peaked at $5K in Q3 2015.
  • 31 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.