BFIM
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Beese Fulmer Investment Management’s iShares Silver Trust SLV Stock Holding History

Beese Fulmer Investment Management’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
2020
Q3 		– Sell
-1,000
Closed -$17K – 481
2020
Q2 		$17K Buy
+1,000
New +$15.3K ﹤0.01% 432

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Beese Fulmer Investment Management's SLV Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of iShares Silver Trust (SLV) in Q3 2020, closing a stake of 1,000 shares — an estimated $17K sold.

Beese Fulmer Investment Management first reported a position in SLV in Q2 2020 and held it in 1 quarter. The position peaked at $17K in Q2 2020. 591 funds tracked by Wall St. Rank hold SLV as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining iShares Silver Trust position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 1,000 iShares Silver Trust shares in Q3 2020, an estimated $17K.
  • Beese Fulmer Investment Management first reported a position in iShares Silver Trust in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's iShares Silver Trust position peaked at $17K in Q2 2020.
  • 591 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.