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WealthPLAN Partners’s abrdn Physical Platinum Shares ETF PPLT Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$13.6K Sell
1,430
-1,430
-50% -$15K ﹤0.01% 551
2016
Q2 		$14.2K Buy
+2,860
New +$27.7K ﹤0.01% 1588

Other funds holding PPLT

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

WealthPLAN Partners's PPLT Position: Q3 2016 in Review

WealthPLAN Partners reduced its abrdn Physical Platinum Shares ETF (PPLT) stake by 50% in Q3 2016, selling an estimated $15K and leaving 1,430 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

WealthPLAN Partners first reported a position in PPLT in Q2 2016 and has held it in 2 quarters since. The position peaked at $14.2K in Q2 2016. 55 funds tracked by Wall St. Rank hold PPLT as of Q3 2016.

  • WealthPLAN Partners held 1,430 shares of abrdn Physical Platinum Shares ETF worth $13.6K as of Q3 2016.
  • WealthPLAN Partners sold 1,430 abrdn Physical Platinum Shares ETF shares in Q3 2016, an estimated $15K.
  • abrdn Physical Platinum Shares ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #551 holding.
  • WealthPLAN Partners first reported a position in abrdn Physical Platinum Shares ETF in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's abrdn Physical Platinum Shares ETF position peaked at $14.2K in Q2 2016.
  • 55 funds tracked by Wall St. Rank held abrdn Physical Platinum Shares ETF as of Q3 2016.

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