ST
PPLT

Stifel Trust’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

Stifel Trust’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
2013
Q4 		– Sell
-87,700
Closed -$1.21M – 449
2013
Q3 		$1.21M Hold
87,700
– – 0.24% 107
2013
Q2 		$1.15M Buy
+87,700
New +$1.26M 0.24% 105

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
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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 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
EM
EnTrustPermal Management New York $240M AUM 25.21% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Stifel Trust's PPLT Position: Q4 2013 in Review

Stifel Trust sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q4 2013, closing a stake of 87,700 shares — an estimated $1.21M sold.

Stifel Trust first reported a position in PPLT in Q2 2013 and held it in 2 quarters. The position peaked at $1.21M in Q3 2013. 79 funds tracked by Wall St. Rank hold PPLT as of Q4 2013.

  • Stifel Trust reported no remaining abrdn Physical Platinum Shares ETF position as of Q4 2013 after selling out during the quarter.
  • Stifel Trust sold 87,700 abrdn Physical Platinum Shares ETF shares in Q4 2013, an estimated $1.21M.
  • Stifel Trust first reported a position in abrdn Physical Platinum Shares ETF in Q2 2013 and held it in 2 quarters.
  • Stifel Trust's abrdn Physical Platinum Shares ETF position peaked at $1.21M in Q3 2013.
  • 79 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q4 2013.

Based on Stifel Trust's 13F filing for Q4 2013, filed 14 Feb 2014.