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Lee Financial’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Lee Financial’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
Q3 		– Sell
-600
Closed -$5K – 518
2017
Q2 		$5K Buy
+600
New +$5.4K ﹤0.01% 400

Other funds holding PPLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FTIOP
Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lee Financial's PPLT Position: Q3 2017 in Review

Lee Financial sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q3 2017, closing a stake of 600 shares — an estimated $5K sold.

Lee Financial first reported a position in PPLT in Q2 2017 and held it in 1 quarter. The position peaked at $5K in Q2 2017. 52 funds tracked by Wall St. Rank hold PPLT as of Q3 2017.

  • Lee Financial reported no remaining abrdn Physical Platinum Shares ETF position as of Q3 2017 after selling out during the quarter.
  • Lee Financial sold 600 abrdn Physical Platinum Shares ETF shares in Q3 2017, an estimated $5K.
  • Lee Financial first reported a position in abrdn Physical Platinum Shares ETF in Q2 2017 and held it in 1 quarter.
  • Lee Financial's abrdn Physical Platinum Shares ETF position peaked at $5K in Q2 2017.
  • 52 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q3 2017.

Based on Lee Financial's 13F filing for Q3 2017, filed 7 Nov 2017.