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JFS Wealth Advisors’s Sprott Physical Silver Trust PSLV Stock Holding History

JFS Wealth Advisors’s Portfolio PSLV Stock Details PSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,497
Closed -$10K – 521
2015
Q1 		$10K Hold
1,497
– – ﹤0.01% 361
2014
Q4 		$9K Hold
1,497
– – ﹤0.01% 376
2014
Q3 		$10K Hold
1,497
– – ﹤0.01% 336
2014
Q2 		$13K Buy
+1,497
New +$11.7K ﹤0.01% 307

Other funds holding PSLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PG
Portola Group San Jose, California $75.6M AUM 15.13% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

JFS Wealth Advisors's PSLV Position: Q2 2015 in Review

JFS Wealth Advisors sold out of Sprott Physical Silver Trust (PSLV) in Q2 2015, closing a stake of 1,497 shares — an estimated $10K sold.

JFS Wealth Advisors first reported a position in PSLV in Q2 2014 and held it in 4 quarters. The position peaked at $13K in Q2 2014. 82 funds tracked by Wall St. Rank hold PSLV as of Q2 2015.

  • JFS Wealth Advisors reported no remaining Sprott Physical Silver Trust position as of Q2 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,497 Sprott Physical Silver Trust shares in Q2 2015, an estimated $10K.
  • JFS Wealth Advisors first reported a position in Sprott Physical Silver Trust in Q2 2014 and held it in 4 quarters.
  • JFS Wealth Advisors's Sprott Physical Silver Trust position peaked at $13K in Q2 2014.
  • 82 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2015.

Based on JFS Wealth Advisors's 13F filing for Q2 2015, filed 31 Jul 2015.