LTI
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Laffer Tengler Investments’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Laffer Tengler Investments’s Portfolio SLVP Stock Details SLVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-14,968
Closed -$230K – 495
2021
Q2 		$230K Buy
14,968
+11,893
+387% +$197K 0.09% 163
2021
Q1 		$45.4K Buy
+3,075
New +$49.4K 0.02% 291

Other funds holding SLVP

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
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Laffer Tengler Investments's SLVP Position: Q3 2021 in Review

Laffer Tengler Investments sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q3 2021, closing a stake of 14,968 shares — an estimated $230K sold.

Laffer Tengler Investments first reported a position in SLVP in Q1 2021 and held it in 2 quarters. The position peaked at $230K in Q2 2021. 48 funds tracked by Wall St. Rank hold SLVP as of Q3 2021.

  • Laffer Tengler Investments reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q3 2021 after selling out during the quarter.
  • Laffer Tengler Investments sold 14,968 iShares MSCI Global Silver and Metals Miners ETF shares in Q3 2021, an estimated $230K.
  • Laffer Tengler Investments first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q1 2021 and held it in 2 quarters.
  • Laffer Tengler Investments's iShares MSCI Global Silver and Metals Miners ETF position peaked at $230K in Q2 2021.
  • 48 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q3 2021.

Based on Laffer Tengler Investments's 13F filing for Q3 2021, filed 16 Nov 2021.