EWM
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Edge Wealth Management’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Edge Wealth Management’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
2014
Q3 		– Sell
-275
Closed -$20K – 425
2014
Q2 		$20K Buy
+275
New +$19.1K 0.01% 248

Other funds holding GLTR

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Edge Wealth Management's GLTR Position: Q3 2014 in Review

Edge Wealth Management sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q3 2014, closing a stake of 275 shares — an estimated $20K sold.

Edge Wealth Management first reported a position in GLTR in Q2 2014 and held it in 1 quarter. The position peaked at $20K in Q2 2014. 37 funds tracked by Wall St. Rank hold GLTR as of Q3 2014.

  • Edge Wealth Management reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q3 2014 after selling out during the quarter.
  • Edge Wealth Management sold 275 abrdn Physical Precious Metals Basket Shares ETF shares in Q3 2014, an estimated $20K.
  • Edge Wealth Management first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q2 2014 and held it in 1 quarter.
  • Edge Wealth Management's abrdn Physical Precious Metals Basket Shares ETF position peaked at $20K in Q2 2014.
  • 37 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q3 2014.

Based on Edge Wealth Management's 13F filing for Q3 2014, filed 7 Oct 2014.