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Homrich & Berg’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Homrich & Berg’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
2019
Q1 		– Sell
-10,000
Closed -$238K – 328
2018
Q4 		$238K Hold
10,000
– – 0.01% 263
2018
Q3 		$204K Buy
+10,000
New +$181K 0.01% 313
2018
Q1 		– Sell
-10,000
Closed -$203K – 351
2017
Q4 		$203K Buy
+10,000
New +$190K 0.01% 320

Other funds holding PALL

ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Homrich & Berg's PALL Position: Q1 2019 in Review

Homrich & Berg sold out of abrdn Physical Palladium Shares ETF (PALL) in Q1 2019, closing a stake of 10,000 shares — an estimated $238K sold.

Homrich & Berg first reported a position in PALL in Q4 2017 and held it in 3 quarters. The position peaked at $238K in Q4 2018. 46 funds tracked by Wall St. Rank hold PALL as of Q1 2019.

  • Homrich & Berg reported no remaining abrdn Physical Palladium Shares ETF position as of Q1 2019 after selling out during the quarter.
  • Homrich & Berg sold 10,000 abrdn Physical Palladium Shares ETF shares in Q1 2019, an estimated $238K.
  • Homrich & Berg first reported a position in abrdn Physical Palladium Shares ETF in Q4 2017 and held it in 3 quarters.
  • Homrich & Berg's abrdn Physical Palladium Shares ETF position peaked at $238K in Q4 2018.
  • 46 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q1 2019.

Based on Homrich & Berg's 13F filing for Q1 2019, filed 14 May 2019.