Stephens Inc’s FIRST TRUST ISE GLOBAL PLATINUM INDEX FD PLTM Stock Holding History

Stephens Inc’s Portfolio PLTM Stock Details PLTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-15,300	Closed	-$152K	–	878
2014 Q4	$152K	Hold	15,300	–	–	0.01%	734
2014 Q3	$174K	Hold	15,300	–	–	0.01%	728
2014 Q2	$203K	Hold	15,300	–	–	0.01%	753
2014 Q1	$191K	Buy	15,300 +5,300	+53%	+$65.5K	0.01%	714
2013 Q4	$123K	Buy	+10,000	New	+$125K	0.01%	801

Other funds holding PLTM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stephens Inc's PLTM Position: Q1 2015 in Review

Stephens Inc sold out of FIRST TRUST ISE GLOBAL PLATINUM INDEX FD (PLTM) in Q1 2015, closing a stake of 15,300 shares — an estimated $152K sold.

Stephens Inc first reported a position in PLTM in Q4 2013 and held it in 5 quarters. The position peaked at $203K in Q2 2014. 10 funds tracked by Wall St. Rank hold PLTM as of Q1 2015.

Stephens Inc reported no remaining FIRST TRUST ISE GLOBAL PLATINUM INDEX FD position as of Q1 2015 after selling out during the quarter.
Stephens Inc sold 15,300 FIRST TRUST ISE GLOBAL PLATINUM INDEX FD shares in Q1 2015, an estimated $152K.
Stephens Inc first reported a position in FIRST TRUST ISE GLOBAL PLATINUM INDEX FD in Q4 2013 and held it in 5 quarters.
Stephens Inc's FIRST TRUST ISE GLOBAL PLATINUM INDEX FD position peaked at $203K in Q2 2014.
10 funds tracked by Wall St. Rank held FIRST TRUST ISE GLOBAL PLATINUM INDEX FD as of Q1 2015.

Based on Stephens Inc's 13F filing for Q1 2015, filed 6 May 2015.