United Capital Financial Advisors’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

United Capital Financial Advisors’s Portfolio GLTR Stock Details GLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-18,789	Closed	-$1.08M	–	1259
2016 Q4	$1.08M	Sell	18,789 -12,961	-41%	-$790K	0.01%	738
2016 Q3	$2.12M	Buy	31,750 +13,180	+71%	+$892K	0.02%	572
2016 Q2	$1.23M	Buy	+18,570	New	+$1.14M	0.01%	677

Other funds holding GLTR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

United Capital Financial Advisors's GLTR Position: Q1 2017 in Review

United Capital Financial Advisors sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q1 2017, closing a stake of 18,789 shares — an estimated $1.08M sold.

United Capital Financial Advisors first reported a position in GLTR in Q2 2016 and held it in 3 quarters. The position peaked at $2.12M in Q3 2016. 52 funds tracked by Wall St. Rank hold GLTR as of Q1 2017.

United Capital Financial Advisors reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q1 2017 after selling out during the quarter.
United Capital Financial Advisors sold 18,789 abrdn Physical Precious Metals Basket Shares ETF shares in Q1 2017, an estimated $1.08M.
United Capital Financial Advisors first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q2 2016 and held it in 3 quarters.
United Capital Financial Advisors's abrdn Physical Precious Metals Basket Shares ETF position peaked at $2.12M in Q3 2016.
52 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.