Selective Wealth Management’s Sprott Physical Platinum and Palladium Trust SPPP Stock Holding History

Selective Wealth Management’s Portfolio SPPP Stock Details SPPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-500	Closed	-$7K	–	345
2019 Q4	$7K	Hold	500	–	–	0.01%	190
2019 Q3	$6K	Buy	+500	New	+$5.9K	0.01%	210

Other funds holding SPPP

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Selective Wealth Management's SPPP Position: Q1 2020 in Review

Selective Wealth Management sold out of Sprott Physical Platinum and Palladium Trust (SPPP) in Q1 2020, closing a stake of 500 shares — an estimated $7K sold.

Selective Wealth Management first reported a position in SPPP in Q3 2019 and held it in 2 quarters. The position peaked at $7K in Q4 2019. 25 funds tracked by Wall St. Rank hold SPPP as of Q1 2020.

Selective Wealth Management reported no remaining Sprott Physical Platinum and Palladium Trust position as of Q1 2020 after selling out during the quarter.
Selective Wealth Management sold 500 Sprott Physical Platinum and Palladium Trust shares in Q1 2020, an estimated $7K.
Selective Wealth Management first reported a position in Sprott Physical Platinum and Palladium Trust in Q3 2019 and held it in 2 quarters.
Selective Wealth Management's Sprott Physical Platinum and Palladium Trust position peaked at $7K in Q4 2019.
25 funds tracked by Wall St. Rank held Sprott Physical Platinum and Palladium Trust as of Q1 2020.

Based on Selective Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.