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Convergent Wealth Advisors’s Sprott Physical Silver Trust PSLV Stock Holding History

Convergent Wealth Advisors’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
2013
Q4 		– Sell
-10,000
Closed -$87K – 37
2013
Q3 		$87K Buy
+10,000
New +$85.5K 0.02% 34

Other funds holding PSLV

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PG
Portola Group San Jose, California $75.6M AUM 15.13% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AC
Altus Capital Mayfield Heights, Ohio $22.6M AUM 34.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return

Convergent Wealth Advisors's PSLV Position: Q4 2013 in Review

Convergent Wealth Advisors sold out of Sprott Physical Silver Trust (PSLV) in Q4 2013, closing a stake of 10,000 shares — an estimated $87K sold.

Convergent Wealth Advisors first reported a position in PSLV in Q3 2013 and held it in 1 quarter. The position peaked at $87K in Q3 2013. 81 funds tracked by Wall St. Rank hold PSLV as of Q4 2013.

  • Convergent Wealth Advisors reported no remaining Sprott Physical Silver Trust position as of Q4 2013 after selling out during the quarter.
  • Convergent Wealth Advisors sold 10,000 Sprott Physical Silver Trust shares in Q4 2013, an estimated $87K.
  • Convergent Wealth Advisors first reported a position in Sprott Physical Silver Trust in Q3 2013 and held it in 1 quarter.
  • Convergent Wealth Advisors's Sprott Physical Silver Trust position peaked at $87K in Q3 2013.
  • 81 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q4 2013.

Based on Convergent Wealth Advisors's 13F filing for Q4 2013, filed 10 Feb 2014.