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Atwood & Palmer’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Atwood & Palmer’s Portfolio GLTR Stock Details GLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-129
Closed -$8K – 319
2019
Q1 		$8K Buy
+129
New +$8.36K ﹤0.01% 264

Other funds holding GLTR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Atwood & Palmer's GLTR Position: Q2 2019 in Review

Atwood & Palmer sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q2 2019, closing a stake of 129 shares — an estimated $8K sold.

Atwood & Palmer first reported a position in GLTR in Q1 2019 and held it in 1 quarter. The position peaked at $8K in Q1 2019. 52 funds tracked by Wall St. Rank hold GLTR as of Q2 2019.

  • Atwood & Palmer reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q2 2019 after selling out during the quarter.
  • Atwood & Palmer sold 129 abrdn Physical Precious Metals Basket Shares ETF shares in Q2 2019, an estimated $8K.
  • Atwood & Palmer first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q1 2019 and held it in 1 quarter.
  • Atwood & Palmer's abrdn Physical Precious Metals Basket Shares ETF position peaked at $8K in Q1 2019.
  • 52 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q2 2019.

Based on Atwood & Palmer's 13F filing for Q2 2019, filed 17 Jul 2019.