Asset Planning Services (Pennsylvania)’s iShares Silver Trust SLV Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-524	Closed	-$8K	–	223
2019 Q3	$8K	Hold	524	–	–	﹤0.01%	218
2019 Q2	$8K	Hold	524	–	–	﹤0.01%	210
2019 Q1	$7K	Hold	524	–	–	﹤0.01%	217
2018 Q4	$8K	Hold	524	–	–	﹤0.01%	209
2018 Q3	$7K	Hold	524	–	–	﹤0.01%	220
2018 Q2	$8K	Hold	524	–	–	﹤0.01%	210
2018 Q1	$8K	Hold	524	–	–	﹤0.01%	219
2017 Q4	$8K	Hold	524	–	–	﹤0.01%	224
2017 Q3	$8K	Hold	524	–	–	﹤0.01%	245
2017 Q2	$8K	Hold	524	–	–	0.01%	240
2017 Q1	$9K	Hold	524	–	–	0.01%	229
2016 Q4	$8K	Hold	524	–	–	0.01%	213
2016 Q3	$10K	Hold	524	–	–	0.01%	190
2016 Q2	$9K	Hold	524	–	–	0.01%	206
2016 Q1	$8K	Hold	524	–	–	0.01%	206
2015 Q4	$7K	Hold	524	–	–	0.01%	183
2015 Q3	$7K	Sell	524 -543	-51%	-$7.74K	0.01%	177
2015 Q2	$16K	Buy	+1,067	New	+$16.7K	0.02%	154

Other funds holding SLV

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

Optiver US Chicago, Illinois $50B AUM 53.51% 1-Year Est. Return

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

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

Asset Planning Services (Pennsylvania) sold out of iShares Silver Trust (SLV) in Q4 2019, closing a stake of 524 shares — an estimated $8K sold.

Asset Planning Services (Pennsylvania) first reported a position in SLV in Q2 2015 and held it in 18 quarters. The position peaked at $16K in Q2 2015. 450 funds tracked by Wall St. Rank hold SLV as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining iShares Silver Trust position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 524 iShares Silver Trust shares in Q4 2019, an estimated $8K.
Asset Planning Services (Pennsylvania) first reported a position in iShares Silver Trust in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s iShares Silver Trust position peaked at $16K in Q2 2015.
450 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2019.

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