United Capital Financial Advisors’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

United Capital Financial Advisors’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
2018 Q3	–	Sell	-40,450	Closed	-$328K	–	1361
2018 Q2	$328K	Sell	40,450 -53,730	-57%	-$462K	﹤0.01%	1056
2018 Q1	$835K	Buy	+94,180	New	+$877K	0.01%	818
2017 Q1	–	Sell	-126,590	Closed	-$1.09M	–	1273
2016 Q4	$1.09M	Sell	126,590 -84,590	-40%	-$766K	0.01%	733
2016 Q3	$2.09M	Buy	211,180 +95,540	+83%	+$999K	0.02%	577
2016 Q2	$1.15M	Buy	+115,640	New	+$1.12M	0.01%	700

Other funds holding PPLT

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

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

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

ISL

Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return

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

United Capital Financial Advisors sold out of abrdn Physical Platinum Shares ETF (PPLT) in Q3 2018, closing a stake of 40,450 shares — an estimated $328K sold.

United Capital Financial Advisors first reported a position in PPLT in Q2 2016 and held it in 5 quarters. The position peaked at $2.09M in Q3 2016. 51 funds tracked by Wall St. Rank hold PPLT as of Q3 2018.

United Capital Financial Advisors reported no remaining abrdn Physical Platinum Shares ETF position as of Q3 2018 after selling out during the quarter.
United Capital Financial Advisors sold 40,450 abrdn Physical Platinum Shares ETF shares in Q3 2018, an estimated $328K.
United Capital Financial Advisors first reported a position in abrdn Physical Platinum Shares ETF in Q2 2016 and held it in 5 quarters.
United Capital Financial Advisors's abrdn Physical Platinum Shares ETF position peaked at $2.09M in Q3 2016.
51 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q3 2018.

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