DOA
WITE

D'Orazio & Associates’s ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS WITE Stock Holding History

D'Orazio & Associates’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
2015
Q3 		– Sell
-150
Closed -$5K – 314
2015
Q2 		$5K Hold
150
– – ﹤0.01% 208
2015
Q1 		$5K Buy
+150
New +$5.11K ﹤0.01% 219

Other funds holding WITE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

D'Orazio & Associates's WITE Position: Q3 2015 in Review

D'Orazio & Associates sold out of ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS (WITE) in Q3 2015, closing a stake of 150 shares — an estimated $5K sold.

D'Orazio & Associates first reported a position in WITE in Q1 2015 and held it in 2 quarters. The position peaked at $5K in Q2 2015. 12 funds tracked by Wall St. Rank hold WITE as of Q3 2015.

  • D'Orazio & Associates reported no remaining ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS position as of Q3 2015 after selling out during the quarter.
  • D'Orazio & Associates sold 150 ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS shares in Q3 2015, an estimated $5K.
  • D'Orazio & Associates first reported a position in ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS in Q1 2015 and held it in 2 quarters.
  • D'Orazio & Associates's ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS position peaked at $5K in Q2 2015.
  • 12 funds tracked by Wall St. Rank held ETF WHITE METALS BSKT TR ETFS PHYSICAL WM BSKT SHS as of Q3 2015.

Based on D'Orazio & Associates's 13F filing for Q3 2015, filed 28 Oct 2015.