GRP
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Global Retirement Partners’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Global Retirement Partners’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
2021
Q1 		– Sell
-300
Closed -$5K – 1886
2020
Q4 		$5K Hold
300
– – ﹤0.01% 1458
2020
Q3 		$5K Buy
+300
New +$4.86K ﹤0.01% 1335

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HWA
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Bank of America
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Morgan Stanley
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Global Retirement Partners's SLVP Position: Q1 2021 in Review

Global Retirement Partners sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q1 2021, closing a stake of 300 shares — an estimated $5K sold.

Global Retirement Partners first reported a position in SLVP in Q3 2020 and held it in 2 quarters. The position peaked at $5K in Q4 2020. 48 funds tracked by Wall St. Rank hold SLVP as of Q1 2021.

  • Global Retirement Partners reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q1 2021 after selling out during the quarter.
  • Global Retirement Partners sold 300 iShares MSCI Global Silver and Metals Miners ETF shares in Q1 2021, an estimated $5K.
  • Global Retirement Partners first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q3 2020 and held it in 2 quarters.
  • Global Retirement Partners's iShares MSCI Global Silver and Metals Miners ETF position peaked at $5K in Q4 2020.
  • 48 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q1 2021.

Based on Global Retirement Partners's 13F filing for Q1 2021, filed 14 Apr 2021.