EWM
SLV icon

Elite Wealth Management’s iShares Silver Trust SLV Stock Holding History

Elite Wealth Management’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
2014
Q4 		– Sell
-2,156
Closed -$35K – 385
2014
Q3 		$35K Buy
2,156
+2,000
+1,282% +$37.8K 0.03% 142
2014
Q2 		$3K Sell
156
-1,450
-90% -$27.4K ﹤0.01% 365
2014
Q1 		$31K Buy
+1,606
New +$31.6K 0.03% 159
2013
Q4 		– Sell
-59,555
Closed -$1.19M – 911
2013
Q3 		$1.25M Buy
+59,555
New +$1.23M 1.1% 17

Other funds holding SLV

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Elite Wealth Management's SLV Position: Q4 2014 in Review

Elite Wealth Management sold out of iShares Silver Trust (SLV) in Q4 2014, closing a stake of 2,156 shares — an estimated $35K sold.

Elite Wealth Management first reported a position in SLV in Q3 2013 and held it in 4 quarters. The position peaked at $1.25M in Q3 2013. 301 funds tracked by Wall St. Rank hold SLV as of Q4 2014.

  • Elite Wealth Management reported no remaining iShares Silver Trust position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 2,156 iShares Silver Trust shares in Q4 2014, an estimated $35K.
  • Elite Wealth Management first reported a position in iShares Silver Trust in Q3 2013 and held it in 4 quarters.
  • Elite Wealth Management's iShares Silver Trust position peaked at $1.25M in Q3 2013.
  • 301 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.