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Capital Directions Investment Advisors’s iShares Silver Trust SLV Stock Holding History

Capital Directions Investment Advisors’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
Q4 		– Sell
-500
Closed -$8K – 116
2018
Q3 		$8K Buy
+500
New +$7.05K ﹤0.01% 134

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capital Directions Investment Advisors's SLV Position: Q4 2018 in Review

Capital Directions Investment Advisors sold out of iShares Silver Trust (SLV) in Q4 2018, closing a stake of 500 shares — an estimated $8K sold.

Capital Directions Investment Advisors first reported a position in SLV in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 398 funds tracked by Wall St. Rank hold SLV as of Q4 2018.

  • Capital Directions Investment Advisors reported no remaining iShares Silver Trust position as of Q4 2018 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 500 iShares Silver Trust shares in Q4 2018, an estimated $8K.
  • Capital Directions Investment Advisors first reported a position in iShares Silver Trust in Q3 2018 and held it in 1 quarter.
  • Capital Directions Investment Advisors's iShares Silver Trust position peaked at $8K in Q3 2018.
  • 398 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2018.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.