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Richard C. Young & Co’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Richard C. Young & Co’s Portfolio GLTR Stock Details GLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-170,203
Closed -$8.9M – 69
2015
Q4 		$8.9M Buy
+170,203
New +$9.36M 2.03% 20
2015
Q1 		– Sell
-85,729
Closed -$5.22M – 69
2014
Q4 		$5.22M Buy
+85,729
New +$5.34M 1.1% 38

Other funds holding GLTR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Richard C. Young & Co's GLTR Position: Q1 2016 in Review

Richard C. Young & Co sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q1 2016, closing a stake of 170,203 shares — an estimated $8.9M sold.

Richard C. Young & Co first reported a position in GLTR in Q4 2014 and held it in 2 quarters. The position peaked at $8.9M in Q4 2015. 30 funds tracked by Wall St. Rank hold GLTR as of Q1 2016.

  • Richard C. Young & Co reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q1 2016 after selling out during the quarter.
  • Richard C. Young & Co sold 170,203 abrdn Physical Precious Metals Basket Shares ETF shares in Q1 2016, an estimated $8.9M.
  • Richard C. Young & Co first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q4 2014 and held it in 2 quarters.
  • Richard C. Young & Co's abrdn Physical Precious Metals Basket Shares ETF position peaked at $8.9M in Q4 2015.
  • 30 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q1 2016.

Based on Richard C. Young & Co's 13F filing for Q1 2016, filed 10 May 2016.