SMFS
PPLT

Squar Milner Financial Services’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Squar Milner Financial Services’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
2020
Q1 		– Sell
-60
Closed – – 844
2019
Q4 		$0 Buy
+60
New +$514 ﹤0.01% 853

Other funds holding PPLT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
GCM
Gabalex Capital Management New York $181M AUM 9.55% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Squar Milner Financial Services's PPLT Position: Q1 2020 in Review

Squar Milner Financial Services sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q1 2020, closing a stake of 60 shares.

Squar Milner Financial Services first reported a position in PPLT in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 57 funds tracked by Wall St. Rank hold PPLT as of Q1 2020.

  • Squar Milner Financial Services reported no remaining abrdn Physical Platinum Shares ETF position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 60 abrdn Physical Platinum Shares ETF shares in Q1 2020.
  • Squar Milner Financial Services first reported a position in abrdn Physical Platinum Shares ETF in Q4 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's abrdn Physical Platinum Shares ETF position peaked at $0 in Q4 2019.
  • 57 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.