KWM
PLG

Kingsview Wealth Management’s Platinum Group Metals PLG Stock Holding History

Kingsview Wealth Management’s Portfolio PLG Stock Details PLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,000
Closed -$2K – 436
2018
Q3 		$2K Hold
1,000
– – ﹤0.01% 375
2018
Q2 		$1K Hold
1,000
– – ﹤0.01% 375
2018
Q1 		$3K Hold
1,000
– – ﹤0.01% 335
2017
Q4 		$3K Hold
1,000
– – ﹤0.01% 353
2017
Q3 		$4K Sell
1,000
-70
-7% -$420 ﹤0.01% 313
2017
Q2 		$9K Buy
+1,070
New +$12.4K ﹤0.01% 279

Other funds holding PLG

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Kingsview Wealth Management's PLG Position: Q4 2018 in Review

Kingsview Wealth Management sold out of Platinum Group Metals (PLG) in Q4 2018, closing a stake of 1,000 shares — an estimated $2K sold.

Kingsview Wealth Management first reported a position in PLG in Q2 2017 and held it in 6 quarters. The position peaked at $9K in Q2 2017. 20 funds tracked by Wall St. Rank hold PLG as of Q4 2018.

  • Kingsview Wealth Management reported no remaining Platinum Group Metals position as of Q4 2018 after selling out during the quarter.
  • Kingsview Wealth Management sold 1,000 Platinum Group Metals shares in Q4 2018, an estimated $2K.
  • Kingsview Wealth Management first reported a position in Platinum Group Metals in Q2 2017 and held it in 6 quarters.
  • Kingsview Wealth Management's Platinum Group Metals position peaked at $9K in Q2 2017.
  • 20 funds tracked by Wall St. Rank held Platinum Group Metals as of Q4 2018.

Based on Kingsview Wealth Management's 13F filing for Q4 2018, filed 29 Jan 2020.