Steward Partners Investment Advisory’s iPath Bloomberg Platinum Subindex Total Return ETN due June 24, 2038 PGM Stock Holding History

Steward Partners Investment Advisory’s Portfolio PGM Stock Details PGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Hold	0	–	–	–	1832
2017 Q4	–	Hold	0	–	–	–	1548
2017 Q3	–	Sell	-300	Closed	-$5.96K	–	1331
2017 Q2	$5K	Hold	300	–	–	﹤0.01%	1255
2017 Q1	$5K	Buy	+300	New	+$6.08K	﹤0.01%	1152

Other funds holding PGM

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's PGM Position: Q1 2018 in Review

Steward Partners Investment Advisory held its iPath Bloomberg Platinum Subindex Total Return ETN due June 24, 2038 (PGM) position steady in Q1 2018 at 0 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Steward Partners Investment Advisory first reported a position in PGM in Q1 2017 and has held it in 2 quarters since. The position peaked at $5K in Q2 2017. 9 funds tracked by Wall St. Rank hold PGM as of Q1 2018.

Steward Partners Investment Advisory held 0 shares of iPath Bloomberg Platinum Subindex Total Return ETN due June 24, 2038 worth $5K as of Q1 2018.
Steward Partners Investment Advisory left its iPath Bloomberg Platinum Subindex Total Return ETN due June 24, 2038 share count unchanged in Q1 2018.
iPath Bloomberg Platinum Subindex Total Return ETN due June 24, 2038 made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2018, its #1832 holding.
Steward Partners Investment Advisory first reported a position in iPath Bloomberg Platinum Subindex Total Return ETN due June 24, 2038 in Q1 2017 and has held it in 2 quarters since.
Steward Partners Investment Advisory's iPath Bloomberg Platinum Subindex Total Return ETN due June 24, 2038 position peaked at $5K in Q2 2017.
9 funds tracked by Wall St. Rank held iPath Bloomberg Platinum Subindex Total Return ETN due June 24, 2038 as of Q1 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2018, filed 20 Apr 2018.