CFA
SVM icon

Carroll Financial Associates’s Silvercorp Metals SVM Stock Holding History

Carroll Financial Associates’s Portfolio SVM Stock Details SVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,500
Closed -$11K – 1342
2017
Q4 		$11K Hold
4,500
– – ﹤0.01% 811
2017
Q3 		$12K Buy
+4,500
New +$13K ﹤0.01% 780

Other funds holding SVM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Carroll Financial Associates's SVM Position: Q1 2018 in Review

Carroll Financial Associates sold out of Silvercorp Metals (SVM) in Q1 2018, closing a stake of 4,500 shares — an estimated $11K sold.

Carroll Financial Associates first reported a position in SVM in Q3 2017 and held it in 2 quarters. The position peaked at $12K in Q3 2017. 75 funds tracked by Wall St. Rank hold SVM as of Q1 2018.

  • Carroll Financial Associates reported no remaining Silvercorp Metals position as of Q1 2018 after selling out during the quarter.
  • Carroll Financial Associates sold 4,500 Silvercorp Metals shares in Q1 2018, an estimated $11K.
  • Carroll Financial Associates first reported a position in Silvercorp Metals in Q3 2017 and held it in 2 quarters.
  • Carroll Financial Associates's Silvercorp Metals position peaked at $12K in Q3 2017.
  • 75 funds tracked by Wall St. Rank held Silvercorp Metals as of Q1 2018.

Based on Carroll Financial Associates's 13F filing for Q1 2018, filed 6 Apr 2018.