WealthPLAN Partners’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

WealthPLAN Partners’s Portfolio PALL Stock Details PALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$13.6K	Sell	1,015 -1,015	-50%	-$13.3K	﹤0.01%	549
2016 Q2	$11.7K	Buy	+2,030	New	+$22.2K	﹤0.01%	1672

Other funds holding PALL

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

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

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

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

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

AGPM

ASA Gold & Precious Metals Portland, Maine $117M AUM 43.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

WealthPLAN Partners's PALL Position: Q3 2016 in Review

WealthPLAN Partners reduced its abrdn Physical Palladium Shares ETF (PALL) stake by 50% in Q3 2016, selling an estimated $13.3K and leaving 1,015 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

WealthPLAN Partners first reported a position in PALL in Q2 2016 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold PALL as of Q3 2016.

WealthPLAN Partners held 1,015 shares of abrdn Physical Palladium Shares ETF worth $13.6K as of Q3 2016.
WealthPLAN Partners sold 1,015 abrdn Physical Palladium Shares ETF shares in Q3 2016, an estimated $13.3K.
abrdn Physical Palladium Shares ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #549 holding.
WealthPLAN Partners first reported a position in abrdn Physical Palladium Shares ETF in Q2 2016 and has held it in 2 quarters since.
40 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.