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HL Financial Services’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

HL Financial Services’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
2016
Q3 		– Sell
-3,186
Closed -$210K – 659
2016
Q2 		$210K Buy
+3,186
New +$196K 0.01% 619

Other funds holding GLTR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

HL Financial Services's GLTR Position: Q3 2016 in Review

HL Financial Services sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q3 2016, closing a stake of 3,186 shares — an estimated $210K sold.

HL Financial Services first reported a position in GLTR in Q2 2016 and held it in 1 quarter. The position peaked at $210K in Q2 2016. 44 funds tracked by Wall St. Rank hold GLTR as of Q3 2016.

  • HL Financial Services reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q3 2016 after selling out during the quarter.
  • HL Financial Services sold 3,186 abrdn Physical Precious Metals Basket Shares ETF shares in Q3 2016, an estimated $210K.
  • HL Financial Services first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q2 2016 and held it in 1 quarter.
  • HL Financial Services's abrdn Physical Precious Metals Basket Shares ETF position peaked at $210K in Q2 2016.
  • 44 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q3 2016.

Based on HL Financial Services's 13F filing for Q3 2016, filed 25 Oct 2016.