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Baltimore-Washington Financial Advisors’s iShares Silver Trust SLV Stock Holding History

Baltimore-Washington Financial Advisors’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
2014
Q3 		– Sell
-300
Closed -$6K – 328
2014
Q2 		$6K Buy
+300
New +$5.67K ﹤0.01% 252

Other funds holding SLV

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baltimore-Washington Financial Advisors's SLV Position: Q3 2014 in Review

Baltimore-Washington Financial Advisors sold out of iShares Silver Trust (SLV) in Q3 2014, closing a stake of 300 shares — an estimated $6K sold.

Baltimore-Washington Financial Advisors first reported a position in SLV in Q2 2014 and held it in 1 quarter. The position peaked at $6K in Q2 2014. 296 funds tracked by Wall St. Rank hold SLV as of Q3 2014.

  • Baltimore-Washington Financial Advisors reported no remaining iShares Silver Trust position as of Q3 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 300 iShares Silver Trust shares in Q3 2014, an estimated $6K.
  • Baltimore-Washington Financial Advisors first reported a position in iShares Silver Trust in Q2 2014 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's iShares Silver Trust position peaked at $6K in Q2 2014.
  • 296 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.