OIA
PPLT icon

Optimum Investment Advisors’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Optimum Investment Advisors’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
-280
Closed -$4K – 1012
2014
Q3 		$4K Hold
280
– – ﹤0.01% 856
2014
Q2 		$4K Hold
280
– – ﹤0.01% 856
2014
Q1 		$4K Sell
280
-280
-50% -$3.9K ﹤0.01% 681
2013
Q4 		$7K Buy
+560
New +$7.65K ﹤0.01% 641

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

Optimum Investment Advisors's PPLT Position: Q4 2014 in Review

Optimum Investment Advisors sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q4 2014, closing a stake of 280 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in PPLT in Q4 2013 and held it in 4 quarters. The position peaked at $7K in Q4 2013. 69 funds tracked by Wall St. Rank hold PPLT as of Q4 2014.

  • Optimum Investment Advisors reported no remaining abrdn Physical Platinum Shares ETF position as of Q4 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 280 abrdn Physical Platinum Shares ETF shares in Q4 2014, an estimated $4K.
  • Optimum Investment Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q4 2013 and held it in 4 quarters.
  • Optimum Investment Advisors's abrdn Physical Platinum Shares ETF position peaked at $7K in Q4 2013.
  • 69 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q4 2014.

Based on Optimum Investment Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.