AIA
PPLT

Allegis Investment Advisors’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Allegis Investment Advisors’s Portfolio PPLT Stock Details PPLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-300
Closed -$3K – 740
2015
Q4 		$3K Buy
+300
New +$2.63K ﹤0.01% 945

Other funds holding PPLT

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OL
Orbitronix LP Newport Beach, California $54.2M AUM 17.92% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AGPM
ASA Gold & Precious Metals Portland, Maine $117M AUM 43.53% 1-Year Est. Return

Allegis Investment Advisors's PPLT Position: Q1 2016 in Review

Allegis Investment Advisors sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q1 2016, closing a stake of 300 shares — an estimated $3K sold.

Allegis Investment Advisors first reported a position in PPLT in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 54 funds tracked by Wall St. Rank hold PPLT as of Q1 2016.

  • Allegis Investment Advisors reported no remaining abrdn Physical Platinum Shares ETF position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 300 abrdn Physical Platinum Shares ETF shares in Q1 2016, an estimated $3K.
  • Allegis Investment Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's abrdn Physical Platinum Shares ETF position peaked at $3K in Q4 2015.
  • 54 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.