LF
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Lee Financial’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Lee Financial’s Portfolio SIVR Stock Details SIVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-400
Closed -$7K – 514
2017
Q1 		$7K Sell
400
-150
-27% -$2.56K ﹤0.01% 329
2016
Q4 		$9K Buy
+550
New +$9.22K 0.01% 306

Other funds holding SIVR

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lee Financial's SIVR Position: Q2 2017 in Review

Lee Financial sold out of abrdn Physical Silver Shares ETF (SIVR) in Q2 2017, closing a stake of 400 shares — an estimated $7K sold.

Lee Financial first reported a position in SIVR in Q4 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 42 funds tracked by Wall St. Rank hold SIVR as of Q2 2017.

  • Lee Financial reported no remaining abrdn Physical Silver Shares ETF position as of Q2 2017 after selling out during the quarter.
  • Lee Financial sold 400 abrdn Physical Silver Shares ETF shares in Q2 2017, an estimated $7K.
  • Lee Financial first reported a position in abrdn Physical Silver Shares ETF in Q4 2016 and held it in 2 quarters.
  • Lee Financial's abrdn Physical Silver Shares ETF position peaked at $9K in Q4 2016.
  • 42 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2017.

Based on Lee Financial's 13F filing for Q2 2017, filed 27 Jul 2017.