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M Holdings Securities’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

M Holdings Securities’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
2014
Q4 		– Sell
-2,000
Closed -$25K – 371
2014
Q3 		$25K Buy
+2,000
New +$27.9K 0.01% 488

Other funds holding PPLT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

M Holdings Securities sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q4 2014, closing a stake of 2,000 shares — an estimated $25K sold.

M Holdings Securities first reported a position in PPLT in Q3 2014 and held it in 1 quarter. The position peaked at $25K in Q3 2014. 69 funds tracked by Wall St. Rank hold PPLT as of Q4 2014.

  • M Holdings Securities reported no remaining abrdn Physical Platinum Shares ETF position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 2,000 abrdn Physical Platinum Shares ETF shares in Q4 2014, an estimated $25K.
  • M Holdings Securities first reported a position in abrdn Physical Platinum Shares ETF in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's abrdn Physical Platinum Shares ETF position peaked at $25K in Q3 2014.
  • 69 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q4 2014.

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