First Personal Financial Services’s iShares Silver Trust SLV Stock Holding History

First Personal Financial Services’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 Q3	–	Sell	-33,000	Closed	-$500K	–	692
2018 Q2	$500K	Hold	33,000	–	–	0.17%	118
2018 Q1	$509K	Buy	+33,000	New	+$521K	0.11%	148

Other funds holding SLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

First Personal Financial Services's SLV Position: Q3 2018 in Review

First Personal Financial Services sold out of iShares Silver Trust (SLV) in Q3 2018, closing a stake of 33,000 shares — an estimated $500K sold.

First Personal Financial Services first reported a position in SLV in Q1 2018 and held it in 2 quarters. The position peaked at $509K in Q1 2018. 410 funds tracked by Wall St. Rank hold SLV as of Q3 2018.

First Personal Financial Services reported no remaining iShares Silver Trust position as of Q3 2018 after selling out during the quarter.
First Personal Financial Services sold 33,000 iShares Silver Trust shares in Q3 2018, an estimated $500K.
First Personal Financial Services first reported a position in iShares Silver Trust in Q1 2018 and held it in 2 quarters.
First Personal Financial Services's iShares Silver Trust position peaked at $509K in Q1 2018.
410 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2018.

Based on First Personal Financial Services's 13F filing for Q3 2018, filed 1 Nov 2018.