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Glassman Wealth Services’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Glassman Wealth Services’s Portfolio PALL Stock Details PALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-660
Closed -$9K – 664
2016
Q4 		$9K Buy
+660
New +$8.65K 0.01% 381

Other funds holding PALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Glassman Wealth Services's PALL Position: Q1 2017 in Review

Glassman Wealth Services sold out of abrdn Physical Palladium Shares ETF (PALL) in Q1 2017, closing a stake of 660 shares — an estimated $9K sold.

Glassman Wealth Services first reported a position in PALL in Q4 2016 and held it in 1 quarter. The position peaked at $9K in Q4 2016. 40 funds tracked by Wall St. Rank hold PALL as of Q1 2017.

  • Glassman Wealth Services reported no remaining abrdn Physical Palladium Shares ETF position as of Q1 2017 after selling out during the quarter.
  • Glassman Wealth Services sold 660 abrdn Physical Palladium Shares ETF shares in Q1 2017, an estimated $9K.
  • Glassman Wealth Services first reported a position in abrdn Physical Palladium Shares ETF in Q4 2016 and held it in 1 quarter.
  • Glassman Wealth Services's abrdn Physical Palladium Shares ETF position peaked at $9K in Q4 2016.
  • 40 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q1 2017.

Based on Glassman Wealth Services's 13F filing for Q1 2017, filed 11 May 2017.