Gupta Wealth Management’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Gupta Wealth Management’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
2015 Q4	–	Sell	-500	Closed	-$7K	–	1345
2015 Q3	$7K	Hold	500	–	–	﹤0.01%	998
2015 Q2	$8K	Hold	500	–	–	﹤0.01%	954
2015 Q1	$8K	Buy	+500	New	+$8.22K	﹤0.01%	811

Other funds holding SIVR

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gupta Wealth Management's SIVR Position: Q4 2015 in Review

Gupta Wealth Management sold out of abrdn Physical Silver Shares ETF (SIVR) in Q4 2015, closing a stake of 500 shares — an estimated $7K sold.

Gupta Wealth Management first reported a position in SIVR in Q1 2015 and held it in 3 quarters. The position peaked at $8K in Q2 2015. 39 funds tracked by Wall St. Rank hold SIVR as of Q4 2015.

Gupta Wealth Management reported no remaining abrdn Physical Silver Shares ETF position as of Q4 2015 after selling out during the quarter.
Gupta Wealth Management sold 500 abrdn Physical Silver Shares ETF shares in Q4 2015, an estimated $7K.
Gupta Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q1 2015 and held it in 3 quarters.
Gupta Wealth Management's abrdn Physical Silver Shares ETF position peaked at $8K in Q2 2015.
39 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.