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Cornerstone Advisors (Washington)’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Cornerstone Advisors (Washington)’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
2014
Q3 		– Sell
-7,220
Closed -$150K – 638
2014
Q2 		$150K Buy
+7,220
New +$140K 0.14% 57

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U
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Cornerstone Advisors (Washington)'s SIVR Position: Q3 2014 in Review

Cornerstone Advisors (Washington) sold out of abrdn Physical Silver Shares ETF (SIVR) in Q3 2014, closing a stake of 7,220 shares — an estimated $150K sold.

Cornerstone Advisors (Washington) first reported a position in SIVR in Q2 2014 and held it in 1 quarter. The position peaked at $150K in Q2 2014. 37 funds tracked by Wall St. Rank hold SIVR as of Q3 2014.

  • Cornerstone Advisors (Washington) reported no remaining abrdn Physical Silver Shares ETF position as of Q3 2014 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 7,220 abrdn Physical Silver Shares ETF shares in Q3 2014, an estimated $150K.
  • Cornerstone Advisors (Washington) first reported a position in abrdn Physical Silver Shares ETF in Q2 2014 and held it in 1 quarter.
  • Cornerstone Advisors (Washington)'s abrdn Physical Silver Shares ETF position peaked at $150K in Q2 2014.
  • 37 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q3 2014.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2014, filed 29 Oct 2014.