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

Reilly Financial 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
2020 Q4	–	Sell	-50	Closed	–	–	916
2020 Q3	$0	Hold	50	–	–	﹤0.01%	915
2020 Q2	$0	Hold	50	–	–	﹤0.01%	950
2020 Q1	$0	Hold	50	–	–	﹤0.01%	931
2019 Q4	$0	Hold	50	–	–	﹤0.01%	919
2019 Q3	$0	Hold	50	–	–	﹤0.01%	957
2019 Q2	$0	Hold	50	–	–	﹤0.01%	998
2019 Q1	$0	Hold	50	–	–	﹤0.01%	992
2018 Q4	$0	Buy	+50	New	+$391	﹤0.01%	1003
2018 Q3	–	Sell	-50	Closed	–	–	1041
2018 Q2	$0	Hold	50	–	–	﹤0.01%	1023
2018 Q1	$0	Hold	50	–	–	﹤0.01%	1038
2017 Q4	$0	Hold	50	–	–	﹤0.01%	1016
2017 Q3	$0	Buy	+50	New	+$456	﹤0.01%	1018

Other funds holding PPLT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

CPH

C Partners Holding Zurich, Switzerland $317M AUM 4.76% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Reilly Financial Advisors's PPLT Position: Q4 2020 in Review

Reilly Financial Advisors sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q4 2020, closing a stake of 50 shares.

Reilly Financial Advisors first reported a position in PPLT in Q3 2017 and held it in 12 quarters. The position peaked at $0 in Q3 2020. 79 funds tracked by Wall St. Rank hold PPLT as of Q4 2020.

Reilly Financial Advisors reported no remaining abrdn Physical Platinum Shares ETF position as of Q4 2020 after selling out during the quarter.
Reilly Financial Advisors sold 50 abrdn Physical Platinum Shares ETF shares in Q4 2020.
Reilly Financial Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q3 2017 and held it in 12 quarters.
Reilly Financial Advisors's abrdn Physical Platinum Shares ETF position peaked at $0 in Q3 2020.
79 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q4 2020.

Based on Reilly Financial Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.