UCFA
PALL icon

United Capital Financial Advisors’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

United Capital Financial Advisors’s Portfolio PALL Stock Details PALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-18,865
Closed -$342K – 1359
2018
Q2 		$342K Sell
18,865
-33,320
-64% -$620K ﹤0.01% 1043
2018
Q1 		$945K Sell
52,185
-4,220
-7% -$83K 0.01% 787
2017
Q4 		$1.15M Sell
56,405
-9,625
-15% -$183K 0.01% 750
2017
Q3 		$1.18M Buy
66,030
+10,550
+19% +$182K 0.01% 729
2017
Q2 		$895K Sell
55,480
-12,970
-19% -$203K 0.01% 794
2017
Q1 		$1.05M Sell
68,450
-21,490
-24% -$316K 0.01% 730
2016
Q4 		$1.17M Sell
89,940
-90,420
-50% -$1.19M 0.01% 703
2016
Q3 		$2.5M Buy
180,360
+139,435
+341% +$1.82M 0.02% 532
2016
Q2 		$475K Buy
40,925
+360
+0.9% +$3.94K ﹤0.01% 932
2016
Q1 		$440K Buy
40,565
+4,175
+11% +$42.3K ﹤0.01% 912
2015
Q4 		$394K Buy
36,390
+18,995
+109% +$222K ﹤0.01% 944
2015
Q3 		$219K Buy
+17,395
New +$207K ﹤0.01% 1137
2014
Q4 		– Sell
-194,280
Closed -$2.92M – 1183
2014
Q3 		$2.92M Buy
+194,280
New +$3.26M 0.05% 345

Other funds holding PALL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Capital Financial Advisors's PALL Position: Q3 2018 in Review

United Capital Financial Advisors sold out of abrdn Physical Palladium Shares ETF (PALL) in Q3 2018, closing a stake of 18,865 shares — an estimated $342K sold.

United Capital Financial Advisors first reported a position in PALL in Q3 2014 and held it in 13 quarters. The position peaked at $2.92M in Q3 2014. 36 funds tracked by Wall St. Rank hold PALL as of Q3 2018.

  • United Capital Financial Advisors reported no remaining abrdn Physical Palladium Shares ETF position as of Q3 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 18,865 abrdn Physical Palladium Shares ETF shares in Q3 2018, an estimated $342K.
  • United Capital Financial Advisors first reported a position in abrdn Physical Palladium Shares ETF in Q3 2014 and held it in 13 quarters.
  • United Capital Financial Advisors's abrdn Physical Palladium Shares ETF position peaked at $2.92M in Q3 2014.
  • 36 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q3 2018.

Based on United Capital Financial Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.