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Lighthouse Financial Advisors’s iShares Silver Trust SLV Stock Holding History

Lighthouse Financial Advisors’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
Q1 		– Sell
-357
Closed -$5K – 240
2019
Q4 		$5K Buy
+357
New +$5.78K ﹤0.01% 220

Other funds holding SLV

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Twin Tree Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lighthouse Financial Advisors's SLV Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of iShares Silver Trust (SLV) in Q1 2020, closing a stake of 357 shares — an estimated $5K sold.

Lighthouse Financial Advisors first reported a position in SLV in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 446 funds tracked by Wall St. Rank hold SLV as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining iShares Silver Trust position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 357 iShares Silver Trust shares in Q1 2020, an estimated $5K.
  • Lighthouse Financial Advisors first reported a position in iShares Silver Trust in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's iShares Silver Trust position peaked at $5K in Q4 2019.
  • 446 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.