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Aris Wealth Services’s iShares Silver Trust SLV Stock Holding History

Aris Wealth 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
2015
Q3 		– Sell
-2,920
Closed -$44K – 477
2015
Q2 		$44K Sell
2,920
-2,630
-47% -$41.3K 0.04% 232
2015
Q1 		$88K Buy
+5,550
New +$88.8K 0.08% 150

Other funds holding SLV

CS
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Royal Bank of Canada
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Aris Wealth Services's SLV Position: Q3 2015 in Review

Aris Wealth Services sold out of iShares Silver Trust (SLV) in Q3 2015, closing a stake of 2,920 shares — an estimated $44K sold.

Aris Wealth Services first reported a position in SLV in Q1 2015 and held it in 2 quarters. The position peaked at $88K in Q1 2015. 315 funds tracked by Wall St. Rank hold SLV as of Q3 2015.

  • Aris Wealth Services reported no remaining iShares Silver Trust position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 2,920 iShares Silver Trust shares in Q3 2015, an estimated $44K.
  • Aris Wealth Services first reported a position in iShares Silver Trust in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's iShares Silver Trust position peaked at $88K in Q1 2015.
  • 315 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.