Lehman Financial Resources’s iShares Silver Trust SLV Stock Holding History

Lehman Financial Resources’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
2018 Q3	$899K	Hold	65,500	–	–	0.42%	36
2018 Q2	$992K	Hold	65,500	–	–	0.5%	33
2018 Q1	$1.01M	Hold	65,500	–	–	0.52%	33
2017 Q4	$1.05M	Hold	65,500	–	–	0.54%	32
2017 Q3	$1.03M	Hold	65,500	–	–	0.52%	33
2017 Q2	$1.03M	Hold	65,500	–	–	0.58%	30
2017 Q1	$1.13M	Hold	65,500	–	–	0.62%	30
2016 Q4	$989K	Hold	65,500	–	–	0.56%	31
2016 Q3	$1.19M	Hold	65,500	–	–	0.69%	30
2016 Q2	$1.17M	Sell	65,500 -886	-1%	-$14.2K	0.59%	31
2016 Q1	$974K	Buy	66,386 +37,036	+126%	+$526K	0.52%	34
2015 Q4	$387K	Hold	29,350	–	–	0.21%	40
2015 Q3	$407K	Buy	29,350 +850	+3%	+$12.1K	0.21%	44
2015 Q2	$428K	Buy	28,500 +16,500	+138%	+$259K	0.21%	44
2015 Q1	$191K	Hold	12,000	–	–	0.09%	61
2014 Q4	$181K	Sell	12,000 -30,500	-72%	-$483K	0.09%	64
2014 Q3	$695K	Hold	42,500	–	–	0.36%	39
2014 Q2	$861K	Buy	42,500 +30,500	+254%	+$576K	0.41%	40
2014 Q1	$228K	Hold	12,000	–	–	0.12%	55
2013 Q4	$225K	Sell	12,000 -20,000	-63%	-$401K	0.14%	55
2013 Q3	$669K	Buy	32,000 +30,000	+1,500%	+$620K	0.43%	39
2013 Q2	$38K	Buy	+2,000	New	+$44.8K	0.03%	120

Other funds holding SLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lehman Financial Resources's SLV Position: Q3 2018 in Review

Lehman Financial Resources held its iShares Silver Trust (SLV) position steady in Q3 2018 at 65,500 shares worth $899K. The position accounts for 0.42% of the portfolio, ranked #36.

Lehman Financial Resources first reported a position in SLV in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.19M in Q3 2016. 410 funds tracked by Wall St. Rank hold SLV as of Q3 2018.

Lehman Financial Resources held 65,500 shares of iShares Silver Trust worth $899K as of Q3 2018.
Lehman Financial Resources left its iShares Silver Trust share count unchanged in Q3 2018.
iShares Silver Trust made up 0.42% of Lehman Financial Resources's portfolio in Q3 2018, its #36 holding.
Lehman Financial Resources first reported a position in iShares Silver Trust in Q2 2013 and has held it in 22 quarters since.
Lehman Financial Resources's iShares Silver Trust position peaked at $1.19M in Q3 2016.
410 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.