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Mariner Wealth Advisors (Cincinnati)’s iShares Silver Trust SLV Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2017
Q4 		– Sell
-10,409
Closed -$164K – 288
2017
Q3 		$164K Buy
+10,409
New +$166K 0.01% 271

Other funds holding SLV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s SLV Position: Q4 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of iShares Silver Trust (SLV) in Q4 2017, closing a stake of 10,409 shares — an estimated $164K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in SLV in Q3 2017 and held it in 1 quarter. The position peaked at $164K in Q3 2017. 402 funds tracked by Wall St. Rank hold SLV as of Q4 2017.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining iShares Silver Trust position as of Q4 2017 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 10,409 iShares Silver Trust shares in Q4 2017, an estimated $164K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in iShares Silver Trust in Q3 2017 and held it in 1 quarter.
  • Mariner Wealth Advisors (Cincinnati)'s iShares Silver Trust position peaked at $164K in Q3 2017.
  • 402 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q4 2017, filed 12 Feb 2018.