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Shepherd Kaplan Krochuk’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Shepherd Kaplan Krochuk’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
Q3 		– Sell
-14,600
Closed -$211K – 599
2014
Q2 		$211K Hold
14,600
– – 0.02% 432
2014
Q1 		$202K Buy
+14,600
New +$204K 0.02% 449
2013
Q4 		– Sell
-14,600
Closed -$200K – 598
2013
Q3 		$200K Buy
+14,600
New +$208K 0.03% 430

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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Shepherd Kaplan Krochuk's PPLT Position: Q3 2014 in Review

Shepherd Kaplan Krochuk sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q3 2014, closing a stake of 14,600 shares — an estimated $211K sold.

Shepherd Kaplan Krochuk first reported a position in PPLT in Q3 2013 and held it in 3 quarters. The position peaked at $211K in Q2 2014. 74 funds tracked by Wall St. Rank hold PPLT as of Q3 2014.

  • Shepherd Kaplan Krochuk reported no remaining abrdn Physical Platinum Shares ETF position as of Q3 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 14,600 abrdn Physical Platinum Shares ETF shares in Q3 2014, an estimated $211K.
  • Shepherd Kaplan Krochuk first reported a position in abrdn Physical Platinum Shares ETF in Q3 2013 and held it in 3 quarters.
  • Shepherd Kaplan Krochuk's abrdn Physical Platinum Shares ETF position peaked at $211K in Q2 2014.
  • 74 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q3 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2014, filed 13 Nov 2014.