LBA Wealth Management’s iShares Silver Trust SLV Stock Holding History

LBA Wealth Management’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
2017 Q1	$32K	Hold	1,835	–	–	0.02%	236
2016 Q4	$28K	Sell	1,835 -830	-31%	-$13.5K	0.02%	234
2016 Q3	$49K	Hold	2,665	–	–	0.03%	205
2016 Q2	$48K	Hold	2,665	–	–	0.03%	197
2016 Q1	$39K	Sell	2,665 -1,115	-29%	-$15.8K	0.02%	210
2015 Q4	$50K	Hold	3,780	–	–	0.03%	208
2015 Q3	$52K	Buy	3,780 +1,945	+106%	+$27.7K	0.03%	174
2015 Q2	$28K	Hold	1,835	–	–	0.02%	196
2015 Q1	$29K	Buy	1,835 +285	+18%	+$4.56K	0.02%	196
2014 Q4	$23K	Hold	1,550	–	–	0.02%	199
2014 Q3	$25K	Hold	1,550	–	–	0.02%	216
2014 Q2	$31K	Hold	1,550	–	–	0.03%	179
2014 Q1	$30K	Hold	1,550	–	–	0.02%	175
2013 Q4	$29K	Buy	+1,550	New	+$31.1K	0.02%	175

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

QIM

Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

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

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

LBA Wealth Management's SLV Position: Q1 2017 in Review

LBA Wealth Management held its iShares Silver Trust (SLV) position steady in Q1 2017 at 1,835 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #236.

LBA Wealth Management first reported a position in SLV in Q4 2013 and has held it in 14 quarters since. The position peaked at $52K in Q3 2015. 366 funds tracked by Wall St. Rank hold SLV as of Q1 2017.

LBA Wealth Management held 1,835 shares of iShares Silver Trust worth $32K as of Q1 2017.
LBA Wealth Management left its iShares Silver Trust share count unchanged in Q1 2017.
iShares Silver Trust made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #236 holding.
LBA Wealth Management first reported a position in iShares Silver Trust in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's iShares Silver Trust position peaked at $52K in Q3 2015.
366 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.