Divergent Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Divergent Wealth 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	-800	Closed	-$11K	–	111
2018 Q3	$11K	Hold	800	–	–	﹤0.01%	108
2018 Q2	$12K	Hold	800	–	–	﹤0.01%	105
2018 Q1	$12K	Buy	+800	New	+$12.6K	﹤0.01%	106

Other funds holding SLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Divergent Wealth Advisors's SLV Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of iShares Silver Trust (SLV) in Q4 2018, closing a stake of 800 shares — an estimated $11K sold.

Divergent Wealth Advisors first reported a position in SLV in Q1 2018 and held it in 3 quarters. The position peaked at $12K in Q2 2018. 398 funds tracked by Wall St. Rank hold SLV as of Q4 2018.

Divergent Wealth Advisors reported no remaining iShares Silver Trust position as of Q4 2018 after selling out during the quarter.
Divergent Wealth Advisors sold 800 iShares Silver Trust shares in Q4 2018, an estimated $11K.
Divergent Wealth Advisors first reported a position in iShares Silver Trust in Q1 2018 and held it in 3 quarters.
Divergent Wealth Advisors's iShares Silver Trust position peaked at $12K in Q2 2018.
398 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.