Bruderman Asset Management’s iShares Silver Trust SLV Stock Holding History

Bruderman Asset 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
2018 Q2	–	Sell	-3,420	Closed	-$53K	–	386
2018 Q1	$53K	Buy	+3,420	New	+$54K	0.01%	192
2017 Q1	–	Sell	-3,055	Closed	-$46K	–	280
2016 Q4	$46K	Hold	3,055	–	–	0.01%	208
2016 Q3	$56K	Buy	3,055 +220	+8%	+$4.1K	0.02%	193
2016 Q2	$51K	Buy	+2,835	New	+$45.4K	0.02%	198

Other funds holding SLV

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Bruderman Asset Management's SLV Position: Q2 2018 in Review

Bruderman Asset Management sold out of iShares Silver Trust (SLV) in Q2 2018, closing a stake of 3,420 shares — an estimated $53K sold.

Bruderman Asset Management first reported a position in SLV in Q2 2016 and held it in 4 quarters. The position peaked at $56K in Q3 2016. 401 funds tracked by Wall St. Rank hold SLV as of Q2 2018.

Bruderman Asset Management reported no remaining iShares Silver Trust position as of Q2 2018 after selling out during the quarter.
Bruderman Asset Management sold 3,420 iShares Silver Trust shares in Q2 2018, an estimated $53K.
Bruderman Asset Management first reported a position in iShares Silver Trust in Q2 2016 and held it in 4 quarters.
Bruderman Asset Management's iShares Silver Trust position peaked at $56K in Q3 2016.
401 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2018.

Based on Bruderman Asset Management's 13F filing for Q2 2018, filed 15 Aug 2018.