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Calton & Associates’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-1,782
Closed -$29K – 1117
2017
Q4 		$29K Buy
+1,782
New +$29.1K 0.01% 816

Other funds holding SIVR

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Calton & Associates's SIVR Position: Q1 2018 in Review

Calton & Associates sold out of abrdn Physical Silver Shares ETF (SIVR) in Q1 2018, closing a stake of 1,782 shares — an estimated $29K sold.

Calton & Associates first reported a position in SIVR in Q4 2017 and held it in 1 quarter. The position peaked at $29K in Q4 2017. 47 funds tracked by Wall St. Rank hold SIVR as of Q1 2018.

  • Calton & Associates reported no remaining abrdn Physical Silver Shares ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,782 abrdn Physical Silver Shares ETF shares in Q1 2018, an estimated $29K.
  • Calton & Associates first reported a position in abrdn Physical Silver Shares ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's abrdn Physical Silver Shares ETF position peaked at $29K in Q4 2017.
  • 47 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.