LifePlan Financial Group’s iShares Silver Trust SLV Stock Holding History

LifePlan Financial Group’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
2020 Q3	$26K	Hold	1,222	–	–	0.01%	316
2020 Q2	$21K	Hold	1,222	–	–	0.01%	331
2020 Q1	$16K	Hold	1,222	–	–	0.01%	347
2019 Q4	$20K	Hold	1,222	–	–	0.01%	348
2019 Q3	$19K	Hold	1,222	–	–	0.01%	354
2019 Q2	$18K	Hold	1,222	–	–	0.01%	353
2019 Q1	$17K	Sell	1,222 -5,213	-81%	-$76.1K	0.01%	358
2018 Q4	$93K	Sell	6,435 -1,418	-18%	-$19.4K	0.06%	181
2018 Q3	$108K	Hold	7,853	–	–	0.06%	178
2018 Q2	$119K	Hold	7,853	–	–	0.07%	165
2018 Q1	$121K	Buy	+7,853	New	+$124K	0.07%	149
2017 Q2	–	Sell	-12,958	Closed	-$224K	–	111
2017 Q1	$224K	Sell	12,958 -57,063	-81%	-$945K	0.16%	105
2016 Q4	$1.06M	Sell	70,021 -51,985	-43%	-$845K	0.74%	43
2016 Q3	$2.22M	Buy	+122,006	New	+$2.27M	1.52%	28
2014 Q2	–	Sell	-570	Closed	-$11K	–	193
2014 Q1	$11K	Hold	570	–	–	0.01%	174
2013 Q4	$11K	Hold	570	–	–	0.01%	155
2013 Q3	$12K	Hold	570	–	–	0.01%	143
2013 Q2	$11K	Buy	+570	New	+$12.8K	0.01%	113

Other funds holding SLV

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

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

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

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

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

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

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

DPRC

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

LifePlan Financial Group's SLV Position: Q3 2020 in Review

LifePlan Financial Group held its iShares Silver Trust (SLV) position steady in Q3 2020 at 1,222 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #316.

LifePlan Financial Group first reported a position in SLV in Q2 2013 and has held it in 18 quarters since. The position peaked at $2.22M in Q3 2016. 591 funds tracked by Wall St. Rank hold SLV as of Q3 2020.

LifePlan Financial Group held 1,222 shares of iShares Silver Trust worth $26K as of Q3 2020.
LifePlan Financial Group left its iShares Silver Trust share count unchanged in Q3 2020.
iShares Silver Trust made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #316 holding.
LifePlan Financial Group first reported a position in iShares Silver Trust in Q2 2013 and has held it in 18 quarters since.
LifePlan Financial Group's iShares Silver Trust position peaked at $2.22M in Q3 2016.
591 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.