FANJ
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Financial Architects (New Jersey)’s iShares Silver Trust SLV Stock Holding History

Financial Architects (New Jersey)’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
Q1 		– Sell
-2,000
Closed -$32K – 1571
2017
Q4 		$32K Sell
2,000
-4,000
-67% -$63.1K 0.01% 828
2017
Q3 		$94K Buy
6,000
+2,000
+50% +$31.9K 0.02% 511
2017
Q2 		$62K Buy
4,000
+2,000
+100% +$32.6K 0.01% 610
2017
Q1 		$35K Buy
+2,000
New +$33.1K 0.01% 772

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BM
Baymount Management Miami, Florida $96.1M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $24.6M AUM 3.66% 1-Year Est. Return

Financial Architects (New Jersey)'s SLV Position: Q4 2020 in Review

Financial Architects (New Jersey) sold out of iShares Silver Trust (SLV) in Q4 2020, closing a stake of 6,676 shares — an estimated $144K sold.

Financial Architects (New Jersey) first reported a position in SLV in Q2 2013 and held it in 26 quarters. The position peaked at $199K in Q4 2019. 690 funds tracked by Wall St. Rank hold SLV as of Q4 2020.

  • Financial Architects (New Jersey) reported no remaining iShares Silver Trust position as of Q4 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 6,676 iShares Silver Trust shares in Q4 2020, an estimated $144K.
  • Financial Architects (New Jersey) first reported a position in iShares Silver Trust in Q2 2013 and held it in 26 quarters.
  • Financial Architects (New Jersey)'s iShares Silver Trust position peaked at $199K in Q4 2019.
  • 690 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2020, filed 17 Feb 2021.