Blue Bell Private Wealth Management’s ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS WITE Stock Holding History

Blue Bell Private Wealth Management’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
2016 Q1	–	Sell	-4,499	Closed	-$119K	–	451
2015 Q4	$119K	Sell	4,499 -285	-6%	-$7.91K	0.08%	136
2015 Q3	$134K	Hold	4,784	–	–	0.09%	122
2015 Q2	$148K	Sell	4,784 -50	-1%	-$1.64K	0.09%	117
2015 Q1	$160K	Hold	4,834	–	–	0.1%	113
2014 Q4	$160K	Sell	4,834 -634	-12%	-$21.7K	0.09%	115
2014 Q3	$193K	Sell	5,468 -20	-0.4%	-$800	0.12%	106
2014 Q2	$229K	Sell	5,488 -112	-2%	-$4.46K	0.14%	92
2014 Q1	$221K	Hold	5,600	–	–	0.15%	78
2013 Q4	$213K	Sell	5,600 -280	-5%	-$11.2K	0.16%	83
2013 Q3	$240K	Sell	5,880 -25	-0.4%	-$1.02K	0.24%	62
2013 Q2	$222K	Buy	+5,905	New	+$254K	0.2%	59

Blue Bell Private Wealth Management's WITE Position: Q1 2016 in Review

Blue Bell Private Wealth Management sold out of ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS (WITE) in Q1 2016, closing a stake of 4,499 shares — an estimated $119K sold.

Blue Bell Private Wealth Management first reported a position in WITE in Q2 2013 and held it in 11 quarters. The position peaked at $240K in Q3 2013. 0 funds tracked by Wall St. Rank hold WITE as of Q1 2016.

Blue Bell Private Wealth Management reported no remaining ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS position as of Q1 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 4,499 ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS shares in Q1 2016, an estimated $119K.
Blue Bell Private Wealth Management first reported a position in ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS in Q2 2013 and held it in 11 quarters.
Blue Bell Private Wealth Management's ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS position peaked at $240K in Q3 2013.
0 funds tracked by Wall St. Rank held ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS as of Q1 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2016, filed 12 Apr 2016.