LPT
PSLV icon

Legacy Private Trust’s Sprott Physical Silver Trust PSLV Stock Holding History

Legacy Private Trust’s Portfolio PSLV Stock Details PSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-10,950
Closed -$75K – 266
2014
Q3 		$75K Hold
10,950
– – 0.01% 254
2014
Q2 		$93K Hold
10,950
– – 0.01% 254
2014
Q1 		$86K Hold
10,950
– – 0.02% 208
2013
Q4 		$83K Hold
10,950
– – 0.02% 198
2013
Q3 		$96K Hold
10,950
– – 0.02% 183
2013
Q2 		$85K Buy
+10,950
New +$99.8K 0.02% 175

Other funds holding PSLV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
PG
Portola Group San Jose, California $75.6M AUM 15.13% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Private Trust's PSLV Position: Q4 2014 in Review

Legacy Private Trust sold out of Sprott Physical Silver Trust (PSLV) in Q4 2014, closing a stake of 10,950 shares — an estimated $75K sold.

Legacy Private Trust first reported a position in PSLV in Q2 2013 and held it in 6 quarters. The position peaked at $96K in Q3 2013. 74 funds tracked by Wall St. Rank hold PSLV as of Q4 2014.

  • Legacy Private Trust reported no remaining Sprott Physical Silver Trust position as of Q4 2014 after selling out during the quarter.
  • Legacy Private Trust sold 10,950 Sprott Physical Silver Trust shares in Q4 2014, an estimated $75K.
  • Legacy Private Trust first reported a position in Sprott Physical Silver Trust in Q2 2013 and held it in 6 quarters.
  • Legacy Private Trust's Sprott Physical Silver Trust position peaked at $96K in Q3 2013.
  • 74 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q4 2014.

Based on Legacy Private Trust's 13F filing for Q4 2014, filed 16 Jan 2015.