Archford Capital Strategies’s iShares Silver Trust SLV Stock Holding History

Archford Capital Strategies’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 Q2	–	Sell	-1,030	Closed	-$18K	–	551
2017 Q1	$18K	Sell	1,030 -740	-42%	-$12.3K	0.01%	383
2016 Q4	$26K	Buy	+1,770	New	+$28.8K	0.01%	303
2016 Q1	–	Sell	-970	Closed	-$16K	–	525
2015 Q4	$16K	Buy	+970	New	+$13.7K	0.01%	398

Other funds holding SLV

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GLI

Guardian Life Insurance New York $199K AUM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Archford Capital Strategies's SLV Position: Q2 2017 in Review

Archford Capital Strategies sold out of iShares Silver Trust (SLV) in Q2 2017, closing a stake of 1,030 shares — an estimated $18K sold.

Archford Capital Strategies first reported a position in SLV in Q4 2015 and held it in 3 quarters. The position peaked at $26K in Q4 2016. 359 funds tracked by Wall St. Rank hold SLV as of Q2 2017.

Archford Capital Strategies reported no remaining iShares Silver Trust position as of Q2 2017 after selling out during the quarter.
Archford Capital Strategies sold 1,030 iShares Silver Trust shares in Q2 2017, an estimated $18K.
Archford Capital Strategies first reported a position in iShares Silver Trust in Q4 2015 and held it in 3 quarters.
Archford Capital Strategies's iShares Silver Trust position peaked at $26K in Q4 2016.
359 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2017.

Based on Archford Capital Strategies's 13F filing for Q2 2017, filed 18 Aug 2017.