Ballew Advisors
PPLT icon

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

Ballew 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
2019
Q4 		– Sell
-101,140
Closed -$850K – 94
2019
Q3 		$850K Buy
+101,140
New +$842K 0.78% 29

Other funds holding PPLT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bienville Capital Management
Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Clark Capital Management Group
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Virtu Financial
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ballew Advisors's PPLT Position: Q4 2019 in Review

Ballew Advisors sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q4 2019, closing a stake of 101,140 shares — an estimated $850K sold.

Ballew Advisors first reported a position in PPLT in Q3 2019 and held it in 1 quarter. The position peaked at $850K in Q3 2019. 62 funds tracked by Wall St. Rank hold PPLT as of Q4 2019.

  • Ballew Advisors reported no remaining abrdn Physical Platinum Shares ETF position as of Q4 2019 after selling out during the quarter.
  • Ballew Advisors sold 101,140 abrdn Physical Platinum Shares ETF shares in Q4 2019, an estimated $850K.
  • Ballew Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q3 2019 and held it in 1 quarter.
  • Ballew Advisors's abrdn Physical Platinum Shares ETF position peaked at $850K in Q3 2019.
  • 62 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q4 2019.

Based on Ballew Advisors's 13F filing for Q4 2019, filed 14 Jan 2020.