Winslow Evans & Crocker’s ALPS Medical Breakthroughs ETF SBIO Stock Holding History

Winslow Evans & Crocker’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
2020 Q2	–	Sell	-466	Closed	-$16K	–	1165
2020 Q1	$16K	Hold	466	–	–	0.01%	618
2019 Q4	$20K	Hold	466	–	–	0.01%	667
2019 Q3	$16K	Hold	466	–	–	﹤0.01%	701
2019 Q2	$18K	Hold	466	–	–	0.01%	698
2019 Q1	$18K	Buy	+466	New	+$15.6K	0.01%	699

Other funds holding SBIO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NAM

NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

Winslow Evans & Crocker's SBIO Position: Q2 2020 in Review

Winslow Evans & Crocker sold out of ALPS Medical Breakthroughs ETF (SBIO) in Q2 2020, closing a stake of 466 shares — an estimated $16K sold.

Winslow Evans & Crocker first reported a position in SBIO in Q1 2019 and held it in 5 quarters. The position peaked at $20K in Q4 2019. 53 funds tracked by Wall St. Rank hold SBIO as of Q2 2020.

Winslow Evans & Crocker reported no remaining ALPS Medical Breakthroughs ETF position as of Q2 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 466 ALPS Medical Breakthroughs ETF shares in Q2 2020, an estimated $16K.
Winslow Evans & Crocker first reported a position in ALPS Medical Breakthroughs ETF in Q1 2019 and held it in 5 quarters.
Winslow Evans & Crocker's ALPS Medical Breakthroughs ETF position peaked at $20K in Q4 2019.
53 funds tracked by Wall St. Rank held ALPS Medical Breakthroughs ETF as of Q2 2020.

Based on Winslow Evans & Crocker's 13F filing for Q2 2020, filed 23 Jul 2020.