Asset Planning Services (Pennsylvania)’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-950	Closed	-$8K	–	208
2019 Q3	$8K	Hold	950	–	–	﹤0.01%	217
2019 Q2	$7K	Hold	950	–	–	﹤0.01%	215
2019 Q1	$8K	Hold	950	–	–	﹤0.01%	208
2018 Q4	$7K	Hold	950	–	–	﹤0.01%	215
2018 Q3	$8K	Hold	950	–	–	﹤0.01%	213
2018 Q2	$8K	Hold	950	–	–	﹤0.01%	209
2018 Q1	$8K	Hold	950	–	–	﹤0.01%	218
2017 Q4	$8K	Hold	950	–	–	﹤0.01%	223
2017 Q3	$8K	Hold	950	–	–	﹤0.01%	244
2017 Q2	$8K	Hold	950	–	–	0.01%	238
2017 Q1	$9K	Hold	950	–	–	0.01%	228
2016 Q4	$8K	Hold	950	–	–	0.01%	212
2016 Q3	$9K	Buy	+950	New	+$9.94K	0.01%	196

Other funds holding PPLT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s PPLT Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q4 2019, closing a stake of 950 shares — an estimated $8K sold.

Asset Planning Services (Pennsylvania) first reported a position in PPLT in Q3 2016 and held it in 13 quarters. The position peaked at $9K in Q1 2017. 62 funds tracked by Wall St. Rank hold PPLT as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining abrdn Physical Platinum Shares ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 950 abrdn Physical Platinum Shares ETF shares in Q4 2019, an estimated $8K.
Asset Planning Services (Pennsylvania) first reported a position in abrdn Physical Platinum Shares ETF in Q3 2016 and held it in 13 quarters.
Asset Planning Services (Pennsylvania)'s abrdn Physical Platinum Shares ETF position peaked at $9K in Q1 2017.
62 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.