IBEX Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

IBEX Wealth Advisors’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
2019 Q3	–	Sell	-566	Closed	-$8K	–	343
2019 Q2	$8K	Buy	+566	New	+$7.9K	﹤0.01%	336
2017 Q1	–	Sell	-57,285	Closed	-$927K	–	334
2016 Q4	$927K	Sell	57,285 -7,177	-11%	-$117K	0.44%	70
2016 Q3	$1.17M	Buy	+64,462	New	+$1.2M	0.64%	55

Other funds holding SLV

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

SVG

Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

IBEX Wealth Advisors's SLV Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of iShares Silver Trust (SLV) in Q3 2019, closing a stake of 566 shares — an estimated $8K sold.

IBEX Wealth Advisors first reported a position in SLV in Q3 2016 and held it in 3 quarters. The position peaked at $1.17M in Q3 2016. 418 funds tracked by Wall St. Rank hold SLV as of Q3 2019.

IBEX Wealth Advisors reported no remaining iShares Silver Trust position as of Q3 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 566 iShares Silver Trust shares in Q3 2019, an estimated $8K.
IBEX Wealth Advisors first reported a position in iShares Silver Trust in Q3 2016 and held it in 3 quarters.
IBEX Wealth Advisors's iShares Silver Trust position peaked at $1.17M in Q3 2016.
418 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.