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Lee Financial’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Lee Financial’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
2017
Q2 		– Sell
-1,500
Closed -$23K – 513
2017
Q1 		$23K Hold
1,500
– – 0.01% 210
2016
Q4 		$20K Buy
+1,500
New +$19.7K 0.01% 225

Other funds holding PALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Virtu KCG Holdings
Virtu KCG Holdings New York $3.6B AUM 17.11% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lee Financial's PALL Position: Q2 2017 in Review

Lee Financial sold out of abrdn Physical Palladium Shares ETF (PALL) in Q2 2017, closing a stake of 1,500 shares — an estimated $23K sold.

Lee Financial first reported a position in PALL in Q4 2016 and held it in 2 quarters. The position peaked at $23K in Q1 2017. 42 funds tracked by Wall St. Rank hold PALL as of Q2 2017.

  • Lee Financial reported no remaining abrdn Physical Palladium Shares ETF position as of Q2 2017 after selling out during the quarter.
  • Lee Financial sold 1,500 abrdn Physical Palladium Shares ETF shares in Q2 2017, an estimated $23K.
  • Lee Financial first reported a position in abrdn Physical Palladium Shares ETF in Q4 2016 and held it in 2 quarters.
  • Lee Financial's abrdn Physical Palladium Shares ETF position peaked at $23K in Q1 2017.
  • 42 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q2 2017.

Based on Lee Financial's 13F filing for Q2 2017, filed 27 Jul 2017.