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

Peachtree 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
-1,000
Closed -$13K – 377
2014
Q3 		$13K Buy
+1,000
New +$13.9K 0.01% 289

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

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

Peachtree Investment Advisors sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q4 2014, closing a stake of 1,000 shares — an estimated $13K sold.

Peachtree Investment Advisors first reported a position in PPLT in Q3 2014 and held it in 1 quarter. The position peaked at $13K in Q3 2014. 69 funds tracked by Wall St. Rank hold PPLT as of Q4 2014.

  • Peachtree Investment Advisors reported no remaining abrdn Physical Platinum Shares ETF position as of Q4 2014 after selling out during the quarter.
  • Peachtree Investment Advisors sold 1,000 abrdn Physical Platinum Shares ETF shares in Q4 2014, an estimated $13K.
  • Peachtree Investment Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q3 2014 and held it in 1 quarter.
  • Peachtree Investment Advisors's abrdn Physical Platinum Shares ETF position peaked at $13K in Q3 2014.
  • 69 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q4 2014.

Based on Peachtree Investment Advisors's 13F filing for Q4 2014, filed 29 Jan 2015.