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Financial Advantage’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Financial Advantage’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
2014
Q1 		– Sell
-400
Closed -$5K – 179
2013
Q4 		$5K Hold
400
– – ﹤0.01% 188
2013
Q3 		$5K Hold
400
– – ﹤0.01% 170
2013
Q2 		$5K Buy
+400
New +$5.75K ﹤0.01% 173

Other funds holding PPLT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM

Financial Advantage's PPLT Position: Q1 2014 in Review

Financial Advantage sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q1 2014, closing a stake of 400 shares — an estimated $5K sold.

Financial Advantage first reported a position in PPLT in Q2 2013 and held it in 3 quarters. The position peaked at $5K in Q4 2013. 73 funds tracked by Wall St. Rank hold PPLT as of Q1 2014.

  • Financial Advantage reported no remaining abrdn Physical Platinum Shares ETF position as of Q1 2014 after selling out during the quarter.
  • Financial Advantage sold 400 abrdn Physical Platinum Shares ETF shares in Q1 2014, an estimated $5K.
  • Financial Advantage first reported a position in abrdn Physical Platinum Shares ETF in Q2 2013 and held it in 3 quarters.
  • Financial Advantage's abrdn Physical Platinum Shares ETF position peaked at $5K in Q4 2013.
  • 73 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q1 2014.

Based on Financial Advantage's 13F filing for Q1 2014, filed 9 May 2014.