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SevenBridge Financial Group’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

SevenBridge Financial Group’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
2018
Q1 		– Sell
-51
Closed -$3K – 619
2017
Q4 		$3K Buy
+51
New +$3.24K ﹤0.01% 555

Other funds holding GLTR

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

SevenBridge Financial Group's GLTR Position: Q1 2018 in Review

SevenBridge Financial Group sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q1 2018, closing a stake of 51 shares — an estimated $3K sold.

SevenBridge Financial Group first reported a position in GLTR in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 52 funds tracked by Wall St. Rank hold GLTR as of Q1 2018.

  • SevenBridge Financial Group reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q1 2018 after selling out during the quarter.
  • SevenBridge Financial Group sold 51 abrdn Physical Precious Metals Basket Shares ETF shares in Q1 2018, an estimated $3K.
  • SevenBridge Financial Group first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q4 2017 and held it in 1 quarter.
  • SevenBridge Financial Group's abrdn Physical Precious Metals Basket Shares ETF position peaked at $3K in Q4 2017.
  • 52 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q1 2018.

Based on SevenBridge Financial Group's 13F filing for Q1 2018, filed 11 May 2018.