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Financial Advocates Investment Management’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Financial Advocates Investment Management’s Portfolio SLVP Stock Details SLVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-45,140
Closed -$489K – 530
2017
Q4 		$489K Buy
+45,140
New +$475K 0.07% 255

Other funds holding SLVP

FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's SLVP Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q1 2018, closing a stake of 45,140 shares — an estimated $489K sold.

Financial Advocates Investment Management first reported a position in SLVP in Q4 2017 and held it in 1 quarter. The position peaked at $489K in Q4 2017. 20 funds tracked by Wall St. Rank hold SLVP as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 45,140 iShares MSCI Global Silver and Metals Miners ETF shares in Q1 2018, an estimated $489K.
  • Financial Advocates Investment Management first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's iShares MSCI Global Silver and Metals Miners ETF position peaked at $489K in Q4 2017.
  • 20 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.