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V Wealth Advisors’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

V Wealth 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
Q3 		– Sell
-55
Closed -$3K – 402
2017
Q2 		$3K Buy
+55
New +$3.46K ﹤0.01% 710

Other funds holding GLTR

Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

V Wealth Advisors's GLTR Position: Q3 2017 in Review

V Wealth Advisors sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q3 2017, closing a stake of 55 shares — an estimated $3K sold.

V Wealth Advisors first reported a position in GLTR in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 41 funds tracked by Wall St. Rank hold GLTR as of Q3 2017.

  • V Wealth Advisors reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 55 abrdn Physical Precious Metals Basket Shares ETF shares in Q3 2017, an estimated $3K.
  • V Wealth Advisors first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's abrdn Physical Precious Metals Basket Shares ETF position peaked at $3K in Q2 2017.
  • 41 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.