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Executive Wealth Management’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-40
Closed -$1K – 670
2019
Q2 		$1K Hold
40
– – ﹤0.01% 869
2019
Q1 		$1K Hold
40
– – ﹤0.01% 804
2018
Q4 		$1K Buy
+40
New +$566 ﹤0.01% 850

Other funds holding SIVR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

Executive Wealth Management's SIVR Position: Q3 2019 in Review

Executive Wealth Management sold out of abrdn Physical Silver Shares ETF (SIVR) in Q3 2019, closing a stake of 40 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in SIVR in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 49 funds tracked by Wall St. Rank hold SIVR as of Q3 2019.

  • Executive Wealth Management reported no remaining abrdn Physical Silver Shares ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 40 abrdn Physical Silver Shares ETF shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's abrdn Physical Silver Shares ETF position peaked at $1K in Q2 2019.
  • 49 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.