RCA
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Rowland Carmichael Advisors’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Rowland Carmichael 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
2016
Q4 		– Sell
-100
Closed -$3K – 315
2016
Q3 		$3K Buy
+100
New +$2.5K ﹤0.01% 281

Other funds holding SBIO

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Rowland Carmichael Advisors's SBIO Position: Q4 2016 in Review

Rowland Carmichael Advisors sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q4 2016, closing a stake of 100 shares — an estimated $3K sold.

Rowland Carmichael Advisors first reported a position in SBIO in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 26 funds tracked by Wall St. Rank hold SBIO as of Q4 2016.

  • Rowland Carmichael Advisors reported no remaining ALPS Medical Breakthroughs ETF position as of Q4 2016 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 100 ALPS Medical Breakthroughs ETF shares in Q4 2016, an estimated $3K.
  • Rowland Carmichael Advisors first reported a position in ALPS Medical Breakthroughs ETF in Q3 2016 and held it in 1 quarter.
  • Rowland Carmichael Advisors's ALPS Medical Breakthroughs ETF position peaked at $3K in Q3 2016.
  • 26 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q4 2016.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2016, filed 10 Feb 2020.