Lehman Financial Resources’s Sprott Physical Silver Trust PSLV Stock Holding History

Lehman Financial Resources’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
2016 Q1	–	Sell	-92,400	Closed	-$486K	–	64
2015 Q4	$486K	Hold	92,400	–	–	0.26%	38
2015 Q3	$523K	Hold	92,400	–	–	0.27%	38
2015 Q2	$570K	Hold	92,400	–	–	0.28%	39
2015 Q1	$598K	Hold	92,400	–	–	0.27%	42
2014 Q4	$568K	Buy	+92,400	New	+$609K	0.28%	44
2014 Q2	–	Sell	-31,642	Closed	-$248K	–	406
2014 Q1	$248K	Sell	31,642 -16,000	-34%	-$131K	0.13%	54
2013 Q4	$360K	Buy	+47,642	New	+$394K	0.22%	44

Other funds holding PSLV

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Lehman Financial Resources's PSLV Position: Q1 2016 in Review

Lehman Financial Resources sold out of Sprott Physical Silver Trust (PSLV) in Q1 2016, closing a stake of 92,400 shares — an estimated $486K sold.

Lehman Financial Resources first reported a position in PSLV in Q4 2013 and held it in 7 quarters. The position peaked at $598K in Q1 2015. 80 funds tracked by Wall St. Rank hold PSLV as of Q1 2016.

Lehman Financial Resources reported no remaining Sprott Physical Silver Trust position as of Q1 2016 after selling out during the quarter.
Lehman Financial Resources sold 92,400 Sprott Physical Silver Trust shares in Q1 2016, an estimated $486K.
Lehman Financial Resources first reported a position in Sprott Physical Silver Trust in Q4 2013 and held it in 7 quarters.
Lehman Financial Resources's Sprott Physical Silver Trust position peaked at $598K in Q1 2015.
80 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q1 2016.

Based on Lehman Financial Resources's 13F filing for Q1 2016, filed 4 May 2016.