Asset Planning Services (Pennsylvania)’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio SIVR Stock Details SIVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,625	Closed	-$27K	–	220
2019 Q3	$27K	Hold	1,625	–	–	0.01%	158
2019 Q2	$24K	Hold	1,625	–	–	0.01%	157
2019 Q1	$24K	Hold	1,625	–	–	0.01%	158
2018 Q4	$24K	Hold	1,625	–	–	0.01%	161
2018 Q3	$23K	Hold	1,625	–	–	0.01%	163
2018 Q2	$25K	Hold	1,625	–	–	0.01%	160
2018 Q1	$26K	Hold	1,625	–	–	0.01%	159
2017 Q4	$27K	Hold	1,625	–	–	0.01%	160
2017 Q3	$26K	Hold	1,625	–	–	0.01%	182
2017 Q2	$26K	Hold	1,625	–	–	0.02%	173
2017 Q1	$29K	Hold	1,625	–	–	0.02%	171
2016 Q4	$25K	Buy	+1,625	New	+$27.2K	0.02%	159

Other funds holding SIVR

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

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

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

RCYC

Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s SIVR Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of abrdn Physical Silver Shares ETF (SIVR) in Q4 2019, closing a stake of 1,625 shares — an estimated $27K sold.

Asset Planning Services (Pennsylvania) first reported a position in SIVR in Q4 2016 and held it in 12 quarters. The position peaked at $29K in Q1 2017. 51 funds tracked by Wall St. Rank hold SIVR as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining abrdn Physical Silver Shares ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 1,625 abrdn Physical Silver Shares ETF shares in Q4 2019, an estimated $27K.
Asset Planning Services (Pennsylvania) first reported a position in abrdn Physical Silver Shares ETF in Q4 2016 and held it in 12 quarters.
Asset Planning Services (Pennsylvania)'s abrdn Physical Silver Shares ETF position peaked at $29K in Q1 2017.
51 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.