Genovese Burford & Brothers Wealth & Retirement Plan Management’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2018 Q3	–	Sell	-350	Closed	-$3K	–	296
2018 Q2	$3K	Hold	350	–	–	﹤0.01%	393
2018 Q1	$3K	Hold	350	–	–	﹤0.01%	396
2017 Q4	$4K	Buy	+350	New	+$3.08K	0.01%	217

Other funds holding PPLT

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

ISL

Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's PPLT Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q3 2018, closing a stake of 350 shares — an estimated $3K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in PPLT in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q4 2017. 51 funds tracked by Wall St. Rank hold PPLT as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining abrdn Physical Platinum Shares ETF position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 350 abrdn Physical Platinum Shares ETF shares in Q3 2018, an estimated $3K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in abrdn Physical Platinum Shares ETF in Q4 2017 and held it in 3 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's abrdn Physical Platinum Shares ETF position peaked at $4K in Q4 2017.
51 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.