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Advocacy Wealth Management Services’s iShares Silver Trust SLV Stock Holding History

Advocacy Wealth Management Services’s Portfolio SLV Stock Details SLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1
Closed – – 344
2016
Q4 		$0 Buy
+1
New +$16 ﹤0.01% 375

Other funds holding SLV

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Advocacy Wealth Management Services's SLV Position: Q1 2017 in Review

Advocacy Wealth Management Services sold out of iShares Silver Trust (SLV) in Q1 2017, closing a stake of 1 share.

Advocacy Wealth Management Services first reported a position in SLV in Q4 2016 and held it in 1 quarter. The position peaked at $0 in Q4 2016. 366 funds tracked by Wall St. Rank hold SLV as of Q1 2017.

  • Advocacy Wealth Management Services reported no remaining iShares Silver Trust position as of Q1 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 1 iShares Silver Trust share in Q1 2017.
  • Advocacy Wealth Management Services first reported a position in iShares Silver Trust in Q4 2016 and held it in 1 quarter.
  • Advocacy Wealth Management Services's iShares Silver Trust position peaked at $0 in Q4 2016.
  • 366 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2017, filed 24 Apr 2017.