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Fusion Family Wealth’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Fusion Family Wealth’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
2017
Q3 		– Sell
-1,000
Closed -$16K – 285
2017
Q2 		$16K Hold
1,000
– – 0.01% 182
2017
Q1 		$18K Hold
1,000
– – 0.01% 173
2016
Q4 		$16K Buy
+1,000
New +$16.8K 0.01% 209

Other funds holding SIVR

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Fusion Family Wealth's SIVR Position: Q3 2017 in Review

Fusion Family Wealth sold out of abrdn Physical Silver Shares ETF (SIVR) in Q3 2017, closing a stake of 1,000 shares — an estimated $16K sold.

Fusion Family Wealth first reported a position in SIVR in Q4 2016 and held it in 3 quarters. The position peaked at $18K in Q1 2017. 42 funds tracked by Wall St. Rank hold SIVR as of Q3 2017.

  • Fusion Family Wealth reported no remaining abrdn Physical Silver Shares ETF position as of Q3 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 1,000 abrdn Physical Silver Shares ETF shares in Q3 2017, an estimated $16K.
  • Fusion Family Wealth first reported a position in abrdn Physical Silver Shares ETF in Q4 2016 and held it in 3 quarters.
  • Fusion Family Wealth's abrdn Physical Silver Shares ETF position peaked at $18K in Q1 2017.
  • 42 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q3 2017.

Based on Fusion Family Wealth's 13F filing for Q3 2017, filed 30 Oct 2017.