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M Holdings Securities’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

M Holdings Securities’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
2014
Q4 		– Sell
-1,525
Closed -$23K – 358
2014
Q3 		$23K Buy
+1,525
New +$25.6K 0.01% 501

Other funds holding PALL

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
AGPM
ASA Gold & Precious Metals Portland, Maine $117M AUM 43.53% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

M Holdings Securities's PALL Position: Q4 2014 in Review

M Holdings Securities sold out of abrdn Physical Palladium Shares ETF (PALL) in Q4 2014, closing a stake of 1,525 shares — an estimated $23K sold.

M Holdings Securities first reported a position in PALL in Q3 2014 and held it in 1 quarter. The position peaked at $23K in Q3 2014. 66 funds tracked by Wall St. Rank hold PALL as of Q4 2014.

  • M Holdings Securities reported no remaining abrdn Physical Palladium Shares ETF position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 1,525 abrdn Physical Palladium Shares ETF shares in Q4 2014, an estimated $23K.
  • M Holdings Securities first reported a position in abrdn Physical Palladium Shares ETF in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's abrdn Physical Palladium Shares ETF position peaked at $23K in Q3 2014.
  • 66 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.