GWM
PPLT

Gupta Wealth Management’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Gupta Wealth 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
2016
Q1 		$24K Buy
2,500
+500
+25% +$4.43K 0.01% 612
2015
Q4 		$17K Hold
2,000
– – ﹤0.01% 709
2015
Q3 		$18K Hold
2,000
– – ﹤0.01% 719
2015
Q2 		$21K Hold
2,000
– – 0.01% 724
2015
Q1 		$22K Buy
+2,000
New +$23.1K 0.01% 573

Other funds holding PPLT

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OL
Orbitronix LP Newport Beach, California $54.2M AUM 17.92% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AGPM
ASA Gold & Precious Metals Portland, Maine $117M AUM 43.53% 1-Year Est. Return

Gupta Wealth Management's PPLT Position: Q1 2016 in Review

Gupta Wealth Management increased its abrdn Physical Platinum Shares ETF (PPLT) stake by 25% in Q1 2016, buying an estimated $4.43K and bringing the position to 2,500 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #612.

Gupta Wealth Management first reported a position in PPLT in Q1 2015 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold PPLT as of Q1 2016.

  • Gupta Wealth Management held 2,500 shares of abrdn Physical Platinum Shares ETF worth $24K as of Q1 2016.
  • Gupta Wealth Management bought 500 abrdn Physical Platinum Shares ETF shares in Q1 2016, an estimated $4.43K.
  • abrdn Physical Platinum Shares ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #612 holding.
  • Gupta Wealth Management first reported a position in abrdn Physical Platinum Shares ETF in Q1 2015 and has held it in 5 quarters since.
  • 54 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.