Valeo Financial Advisors’s E-TRACS UBS Long Platinum ETN PTM Stock Holding History

Valeo Financial Advisors’s Portfolio PTM Stock Details PTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-150	Closed	-$1K	–	1848
2018 Q1	$1K	Hold	150	–	–	﹤0.01%	1527
2017 Q4	$1K	Hold	150	–	–	﹤0.01%	1377
2017 Q3	$2K	Buy	+150	New	+$1.5K	﹤0.01%	1068

Other funds holding PTM

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Valeo Financial Advisors's PTM Position: Q2 2018 in Review

Valeo Financial Advisors sold out of E-TRACS UBS Long Platinum ETN (PTM) in Q2 2018, closing a stake of 150 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in PTM in Q3 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2017. 1 fund tracked by Wall St. Rank holds PTM as of Q2 2018.

Valeo Financial Advisors reported no remaining E-TRACS UBS Long Platinum ETN position as of Q2 2018 after selling out during the quarter.
Valeo Financial Advisors sold 150 E-TRACS UBS Long Platinum ETN shares in Q2 2018, an estimated $1K.
Valeo Financial Advisors first reported a position in E-TRACS UBS Long Platinum ETN in Q3 2017 and held it in 3 quarters.
Valeo Financial Advisors's E-TRACS UBS Long Platinum ETN position peaked at $2K in Q3 2017.
1 fund tracked by Wall St. Rank held E-TRACS UBS Long Platinum ETN as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.