LF
SLVP icon

Lee Financial’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Lee Financial’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
2020
Q1 		– Sell
-2,500
Closed -$28K – 511
2019
Q4 		$28K Buy
+2,500
New +$25.2K 0.01% 231

Other funds holding SLVP

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
MWC
MKD Wealth Coaches Troy, Michigan $117M AUM 20.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lee Financial's SLVP Position: Q1 2020 in Review

Lee Financial sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q1 2020, closing a stake of 2,500 shares — an estimated $28K sold.

Lee Financial first reported a position in SLVP in Q4 2019 and held it in 1 quarter. The position peaked at $28K in Q4 2019. 30 funds tracked by Wall St. Rank hold SLVP as of Q1 2020.

  • Lee Financial reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q1 2020 after selling out during the quarter.
  • Lee Financial sold 2,500 iShares MSCI Global Silver and Metals Miners ETF shares in Q1 2020, an estimated $28K.
  • Lee Financial first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q4 2019 and held it in 1 quarter.
  • Lee Financial's iShares MSCI Global Silver and Metals Miners ETF position peaked at $28K in Q4 2019.
  • 30 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q1 2020.

Based on Lee Financial's 13F filing for Q1 2020, filed 7 May 2020.