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Claro Advisors’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Claro Advisors’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
Q1 		– Sell
-200
Closed -$12K – 470
2018
Q4 		$12K Buy
+200
New +$12K 0.01% 639

Other funds holding GLTR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Claro Advisors's GLTR Position: Q1 2019 in Review

Claro Advisors sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q1 2019, closing a stake of 200 shares — an estimated $12K sold.

Claro Advisors first reported a position in GLTR in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 54 funds tracked by Wall St. Rank hold GLTR as of Q1 2019.

  • Claro Advisors reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 200 abrdn Physical Precious Metals Basket Shares ETF shares in Q1 2019, an estimated $12K.
  • Claro Advisors first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's abrdn Physical Precious Metals Basket Shares ETF position peaked at $12K in Q4 2018.
  • 54 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.