Blue Bell Private Wealth Management’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

Blue Bell Private Wealth Management’s Portfolio SLVO Stock Details SLVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-45	Closed	-$10K	–	205
2020 Q2	$10K	Hold	45	–	–	﹤0.01%	166
2020 Q1	$5K	Sell	45 -5	-10%	-$655	﹤0.01%	173
2019 Q4	$7K	Hold	50	–	–	﹤0.01%	169
2019 Q3	$7K	Hold	50	–	–	﹤0.01%	167
2019 Q2	$7K	Hold	50	–	–	﹤0.01%	169
2019 Q1	$7K	Sell	50 -35	-41%	-$4.83K	﹤0.01%	165
2018 Q4	$12K	Hold	85	–	–	0.01%	154
2018 Q3	$11K	Hold	85	–	–	﹤0.01%	165
2018 Q2	$13K	Hold	85	–	–	0.01%	158
2018 Q1	$12K	Hold	85	–	–	0.01%	170
2017 Q4	$13K	Hold	85	–	–	0.01%	172
2017 Q3	$13K	Hold	85	–	–	0.01%	170
2017 Q2	$14K	Hold	85	–	–	0.01%	178
2017 Q1	$16K	Hold	85	–	–	0.01%	164
2016 Q4	$14K	Hold	85	–	–	0.01%	177
2016 Q3	$18K	Hold	85	–	–	0.01%	303
2016 Q2	$19K	Hold	85	–	–	0.01%	302
2016 Q1	$16K	Hold	85	–	–	0.01%	319
2015 Q4	$16K	Hold	85	–	–	0.01%	334
2015 Q3	$17K	Hold	85	–	–	0.01%	325
2015 Q2	$19K	Hold	85	–	–	0.01%	321
2015 Q1	$19K	Hold	85	–	–	0.01%	316
2014 Q4	$19K	Buy	+85	New	+$20.3K	0.01%	334

Other funds holding SLVO

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Blue Bell Private Wealth Management's SLVO Position: Q3 2020 in Review

Blue Bell Private Wealth Management sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q3 2020, closing a stake of 45 shares — an estimated $10K sold.

Blue Bell Private Wealth Management first reported a position in SLVO in Q4 2014 and held it in 23 quarters. The position peaked at $19K in Q2 2016. 6 funds tracked by Wall St. Rank hold SLVO as of Q3 2020.

Blue Bell Private Wealth Management reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q3 2020 after selling out during the quarter.
Blue Bell Private Wealth Management sold 45 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q3 2020, an estimated $10K.
Blue Bell Private Wealth Management first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q4 2014 and held it in 23 quarters.
Blue Bell Private Wealth Management's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $19K in Q2 2016.
6 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q3 2020.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.