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Simon Quick Advisors’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Simon Quick Advisors’s Portfolio PALL Stock Details PALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-595
Closed -$11K – 548
2017
Q3 		$11K Hold
595
– – ﹤0.01% 417
2017
Q2 		$10K Hold
595
– – 0.01% 235
2017
Q1 		$9K Buy
+595
New +$8.76K 0.01% 266

Other funds holding PALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simon Quick Advisors's PALL Position: Q4 2017 in Review

Simon Quick Advisors sold out of abrdn Physical Palladium Shares ETF (PALL) in Q4 2017, closing a stake of 595 shares — an estimated $11K sold.

Simon Quick Advisors first reported a position in PALL in Q1 2017 and held it in 3 quarters. The position peaked at $11K in Q3 2017. 36 funds tracked by Wall St. Rank hold PALL as of Q4 2017.

  • Simon Quick Advisors reported no remaining abrdn Physical Palladium Shares ETF position as of Q4 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 595 abrdn Physical Palladium Shares ETF shares in Q4 2017, an estimated $11K.
  • Simon Quick Advisors first reported a position in abrdn Physical Palladium Shares ETF in Q1 2017 and held it in 3 quarters.
  • Simon Quick Advisors's abrdn Physical Palladium Shares ETF position peaked at $11K in Q3 2017.
  • 36 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.