Concert Wealth Management’s Sprott Physical Silver Trust PSLV Stock Holding History

Concert Wealth Management’s Portfolio PSLV Stock Details PSLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-10,950	Closed	-$66K	–	374
2017 Q1	$66K	Buy	+10,950	New	+$72.7K	0.01%	481
2016 Q4	–	Sell	-10,950	Closed	-$81K	–	814
2016 Q3	$81K	Hold	10,950	–	–	0.01%	765
2016 Q2	$80K	Hold	10,950	–	–	0.01%	652
2016 Q1	$68K	Hold	10,950	–	–	0.01%	656
2015 Q4	$58K	Hold	10,950	–	–	0.01%	665
2015 Q3	$63K	Hold	10,950	–	–	0.01%	680
2015 Q2	$68K	Hold	10,950	–	–	0.01%	679
2015 Q1	$0	Buy	+10,950	New	+$72.5K	﹤0.01%	586
2013 Q4	–	Sell	-17,100	Closed	-$149K	–	563
2013 Q3	$149K	Sell	17,100 -6,000	-26%	-$51.3K	0.02%	502
2013 Q2	$178K	Buy	+23,100	New	+$210K	0.03%	467

Other funds holding PSLV

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paloma Partners Greenwich, Connecticut $1.36B AUM 249.29% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Concert Wealth Management's PSLV Position: Q2 2017 in Review

Concert Wealth Management sold out of Sprott Physical Silver Trust (PSLV) in Q2 2017, closing a stake of 10,950 shares — an estimated $66K sold.

Concert Wealth Management first reported a position in PSLV in Q2 2013 and held it in 10 quarters. The position peaked at $178K in Q2 2013. 93 funds tracked by Wall St. Rank hold PSLV as of Q2 2017.

Concert Wealth Management reported no remaining Sprott Physical Silver Trust position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 10,950 Sprott Physical Silver Trust shares in Q2 2017, an estimated $66K.
Concert Wealth Management first reported a position in Sprott Physical Silver Trust in Q2 2013 and held it in 10 quarters.
Concert Wealth Management's Sprott Physical Silver Trust position peaked at $178K in Q2 2013.
93 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.