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Winch Advisory Services’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

Winch Advisory Services’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
2014
Q3 		– Sell
-75
Closed -$1K – 251
2014
Q2 		$1K Sell
75
-41,040
-100% -$652K ﹤0.01% 251
2014
Q1 		$621K Buy
+41,115
New +$598K 0.39% 58

Other funds holding PALL

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GRP
Geologic Resource Partners Boston, Massachusetts $9.22M AUM 48.14% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
AGPM
ASA Gold & Precious Metals Portland, Maine $117M AUM 43.53% 1-Year Est. Return

Winch Advisory Services's PALL Position: Q3 2014 in Review

Winch Advisory Services sold out of abrdn Physical Palladium Shares ETF (PALL) in Q3 2014, closing a stake of 75 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in PALL in Q1 2014 and held it in 2 quarters. The position peaked at $621K in Q1 2014. 60 funds tracked by Wall St. Rank hold PALL as of Q3 2014.

  • Winch Advisory Services reported no remaining abrdn Physical Palladium Shares ETF position as of Q3 2014 after selling out during the quarter.
  • Winch Advisory Services sold 75 abrdn Physical Palladium Shares ETF shares in Q3 2014, an estimated $1K.
  • Winch Advisory Services first reported a position in abrdn Physical Palladium Shares ETF in Q1 2014 and held it in 2 quarters.
  • Winch Advisory Services's abrdn Physical Palladium Shares ETF position peaked at $621K in Q1 2014.
  • 60 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q3 2014.

Based on Winch Advisory Services's 13F filing for Q3 2014, filed 14 Nov 2014.