AWA
WITE

AmeriServ Wealth Advisors’s ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS WITE Stock Holding History

AmeriServ Wealth Advisors’s Portfolio WITE Stock Details WITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-5,300
Closed -$202K – 182
2013
Q4 		$202K Sell
5,300
-1,100
-17% -$43.9K 0.12% 170
2013
Q3 		$261K Buy
6,400
+200
+3% +$8.2K 0.17% 144
2013
Q2 		$233K Buy
+6,200
New +$266K 0.15% 152

Other funds holding WITE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

AmeriServ Wealth Advisors's WITE Position: Q1 2014 in Review

AmeriServ Wealth Advisors sold out of ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS (WITE) in Q1 2014, closing a stake of 5,300 shares — an estimated $202K sold.

AmeriServ Wealth Advisors first reported a position in WITE in Q2 2013 and held it in 3 quarters. The position peaked at $261K in Q3 2013. 15 funds tracked by Wall St. Rank hold WITE as of Q1 2014.

  • AmeriServ Wealth Advisors reported no remaining ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS position as of Q1 2014 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 5,300 ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS shares in Q1 2014, an estimated $202K.
  • AmeriServ Wealth Advisors first reported a position in ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS in Q2 2013 and held it in 3 quarters.
  • AmeriServ Wealth Advisors's ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS position peaked at $261K in Q3 2013.
  • 15 funds tracked by Wall St. Rank held ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS as of Q1 2014.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2014, filed 14 May 2014.