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Bel Air Investment Advisors’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Bel Air Investment Advisors’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
2013
Q3 		– Sell
-13,635
Closed -$265K – 116
2013
Q2 		$265K Buy
+13,635
New +$313K 0.04% 102

Other funds holding SIVR

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bel Air Investment Advisors's SIVR Position: Q3 2013 in Review

Bel Air Investment Advisors sold out of abrdn Physical Silver Shares ETF (SIVR) in Q3 2013, closing a stake of 13,635 shares — an estimated $265K sold.

Bel Air Investment Advisors first reported a position in SIVR in Q2 2013 and held it in 1 quarter. The position peaked at $265K in Q2 2013. 34 funds tracked by Wall St. Rank hold SIVR as of Q3 2013.

  • Bel Air Investment Advisors reported no remaining abrdn Physical Silver Shares ETF position as of Q3 2013 after selling out during the quarter.
  • Bel Air Investment Advisors sold 13,635 abrdn Physical Silver Shares ETF shares in Q3 2013, an estimated $265K.
  • Bel Air Investment Advisors first reported a position in abrdn Physical Silver Shares ETF in Q2 2013 and held it in 1 quarter.
  • Bel Air Investment Advisors's abrdn Physical Silver Shares ETF position peaked at $265K in Q2 2013.
  • 34 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q3 2013.

Based on Bel Air Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.