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Integrated Wealth Counsel’s iShares Silver Trust SLV Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$45K Hold
3,000
– – 0.1% 77
2016
Q3 		$55K Buy
+3,000
New +$55.9K 0.12% 66

Other funds holding SLV

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Integrated Wealth Counsel's SLV Position: Q4 2016 in Review

Integrated Wealth Counsel held its iShares Silver Trust (SLV) position steady in Q4 2016 at 3,000 shares worth $45K. The position accounts for 0.1% of the portfolio, ranked #77.

Integrated Wealth Counsel first reported a position in SLV in Q3 2016 and has held it in 2 quarters since. The position peaked at $55K in Q3 2016. 364 funds tracked by Wall St. Rank hold SLV as of Q4 2016.

  • Integrated Wealth Counsel held 3,000 shares of iShares Silver Trust worth $45K as of Q4 2016.
  • Integrated Wealth Counsel left its iShares Silver Trust share count unchanged in Q4 2016.
  • iShares Silver Trust made up 0.1% of Integrated Wealth Counsel's portfolio in Q4 2016, its #77 holding.
  • Integrated Wealth Counsel first reported a position in iShares Silver Trust in Q3 2016 and has held it in 2 quarters since.
  • Integrated Wealth Counsel's iShares Silver Trust position peaked at $55K in Q3 2016.
  • 364 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.