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

Edge 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
2020
Q3 		– Sell
-1,000
Closed -$7K – 586
2020
Q2 		$7K Hold
1,000
– – ﹤0.01% 511
2020
Q1 		$5K Hold
1,000
– – ﹤0.01% 484
2019
Q4 		$7K Hold
1,000
– – ﹤0.01% 459
2019
Q3 		$6K Buy
+1,000
New +$6.27K ﹤0.01% 469

Other funds holding PSLV

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Edge Wealth Management's PSLV Position: Q3 2020 in Review

Edge Wealth Management sold out of Sprott Physical Silver Trust (PSLV) in Q3 2020, closing a stake of 1,000 shares — an estimated $7K sold.

Edge Wealth Management first reported a position in PSLV in Q3 2019 and held it in 4 quarters. The position peaked at $7K in Q2 2020. 168 funds tracked by Wall St. Rank hold PSLV as of Q3 2020.

  • Edge Wealth Management reported no remaining Sprott Physical Silver Trust position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 1,000 Sprott Physical Silver Trust shares in Q3 2020, an estimated $7K.
  • Edge Wealth Management first reported a position in Sprott Physical Silver Trust in Q3 2019 and held it in 4 quarters.
  • Edge Wealth Management's Sprott Physical Silver Trust position peaked at $7K in Q2 2020.
  • 168 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.