JP Morgan Private Wealth Advisors’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

JP Morgan Private Wealth Advisors’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 Q4	–	Sell	-44,100	Closed	-$2.94M	–	1262
2016 Q3	$2.94M	Buy	+44,100	New	+$2.98M	0.03%	360

Other funds holding GLTR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Private Wealth Advisors's GLTR Position: Q4 2016 in Review

JP Morgan Private Wealth Advisors sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q4 2016, closing a stake of 44,100 shares — an estimated $2.94M sold.

JP Morgan Private Wealth Advisors first reported a position in GLTR in Q3 2016 and held it in 1 quarter. The position peaked at $2.94M in Q3 2016. 46 funds tracked by Wall St. Rank hold GLTR as of Q4 2016.

JP Morgan Private Wealth Advisors reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q4 2016 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 44,100 abrdn Physical Precious Metals Basket Shares ETF shares in Q4 2016, an estimated $2.94M.
JP Morgan Private Wealth Advisors first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q3 2016 and held it in 1 quarter.
JP Morgan Private Wealth Advisors's abrdn Physical Precious Metals Basket Shares ETF position peaked at $2.94M in Q3 2016.
46 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q4 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.