WI
PLTM

WBI Investments’s FIRST TRUST ISE GLOBAL PLATINUM INDEX FD PLTM Stock Holding History

WBI Investments’s Portfolio PLTM Stock Details PLTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-42,170
Closed -$542K – 139
2013
Q3 		$542K Buy
+42,170
New +$521K 0.03% 107

Other funds holding PLTM

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

WBI Investments's PLTM Position: Q4 2013 in Review

WBI Investments sold out of FIRST TRUST ISE GLOBAL PLATINUM INDEX FD (PLTM) in Q4 2013, closing a stake of 42,170 shares — an estimated $542K sold.

WBI Investments first reported a position in PLTM in Q3 2013 and held it in 1 quarter. The position peaked at $542K in Q3 2013. 11 funds tracked by Wall St. Rank hold PLTM as of Q4 2013.

  • WBI Investments reported no remaining FIRST TRUST ISE GLOBAL PLATINUM INDEX FD position as of Q4 2013 after selling out during the quarter.
  • WBI Investments sold 42,170 FIRST TRUST ISE GLOBAL PLATINUM INDEX FD shares in Q4 2013, an estimated $542K.
  • WBI Investments first reported a position in FIRST TRUST ISE GLOBAL PLATINUM INDEX FD in Q3 2013 and held it in 1 quarter.
  • WBI Investments's FIRST TRUST ISE GLOBAL PLATINUM INDEX FD position peaked at $542K in Q3 2013.
  • 11 funds tracked by Wall St. Rank held FIRST TRUST ISE GLOBAL PLATINUM INDEX FD as of Q4 2013.

Based on WBI Investments's 13F filing for Q4 2013, filed 12 Feb 2014.