VAM
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Visionary Asset Management’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Visionary Asset Management’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
2018
Q4 		– Sell
-6,639
Closed -$261K – 243
2018
Q3 		$261K Buy
6,639
+25
+0.4% +$948 0.08% 229
2018
Q2 		$247K Buy
+6,614
New +$240K 0.08% 214

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
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Visionary Asset Management's SBIO Position: Q4 2018 in Review

Visionary Asset Management sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q4 2018, closing a stake of 6,639 shares — an estimated $261K sold.

Visionary Asset Management first reported a position in SBIO in Q2 2018 and held it in 2 quarters. The position peaked at $261K in Q3 2018. 48 funds tracked by Wall St. Rank hold SBIO as of Q4 2018.

  • Visionary Asset Management reported no remaining ALPS Medical Breakthroughs ETF position as of Q4 2018 after selling out during the quarter.
  • Visionary Asset Management sold 6,639 ALPS Medical Breakthroughs ETF shares in Q4 2018, an estimated $261K.
  • Visionary Asset Management first reported a position in ALPS Medical Breakthroughs ETF in Q2 2018 and held it in 2 quarters.
  • Visionary Asset Management's ALPS Medical Breakthroughs ETF position peaked at $261K in Q3 2018.
  • 48 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.