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 $666B AUM 30.12% 1-Year Est. Return

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

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

Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return