JIC
PPLT

Joel Isaacson & Co’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Joel Isaacson & Co’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
2017
Q1 		– Sell
-500
Closed -$4K – 439
2016
Q4 		$4K Hold
500
– – ﹤0.01% 578
2016
Q3 		$5K Hold
500
– – ﹤0.01% 623
2016
Q2 		$5K Hold
500
– – ﹤0.01% 617
2016
Q1 		$5K Hold
500
– – ﹤0.01% 658
2015
Q4 		$4K Hold
500
– – ﹤0.01% 640
2015
Q3 		$4K Hold
500
– – ﹤0.01% 642
2015
Q2 		$5K Buy
+500
New +$5.46K ﹤0.01% 658

Other funds holding PPLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Joel Isaacson & Co's PPLT Position: Q1 2017 in Review

Joel Isaacson & Co sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q1 2017, closing a stake of 500 shares — an estimated $4K sold.

Joel Isaacson & Co first reported a position in PPLT in Q2 2015 and held it in 7 quarters. The position peaked at $5K in Q3 2016. 48 funds tracked by Wall St. Rank hold PPLT as of Q1 2017.

  • Joel Isaacson & Co reported no remaining abrdn Physical Platinum Shares ETF position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 500 abrdn Physical Platinum Shares ETF shares in Q1 2017, an estimated $4K.
  • Joel Isaacson & Co first reported a position in abrdn Physical Platinum Shares ETF in Q2 2015 and held it in 7 quarters.
  • Joel Isaacson & Co's abrdn Physical Platinum Shares ETF position peaked at $5K in Q3 2016.
  • 48 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.