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JFS Wealth Advisors’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

JFS Wealth Advisors’s Portfolio SLVO Stock Details SLVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-218
Closed -$49K – 538
2014
Q4 		$49K Buy
+218
New +$52.1K 0.01% 189

Other funds holding SLVO

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

JFS Wealth Advisors's SLVO Position: Q1 2015 in Review

JFS Wealth Advisors sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q1 2015, closing a stake of 218 shares — an estimated $49K sold.

JFS Wealth Advisors first reported a position in SLVO in Q4 2014 and held it in 1 quarter. The position peaked at $49K in Q4 2014. 5 funds tracked by Wall St. Rank hold SLVO as of Q1 2015.

  • JFS Wealth Advisors reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q1 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 218 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q1 2015, an estimated $49K.
  • JFS Wealth Advisors first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q4 2014 and held it in 1 quarter.
  • JFS Wealth Advisors's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $49K in Q4 2014.
  • 5 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q1 2015.

Based on JFS Wealth Advisors's 13F filing for Q1 2015, filed 28 Apr 2015.