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Measured Wealth Private Client Group’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Measured Wealth Private Client Group’s Portfolio SIVR Stock Details SIVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-540
Closed -$8K – 592
2018
Q3 		$8K Buy
+540
New +$7.88K ﹤0.01% 652

Other funds holding SIVR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MWC
MKD Wealth Coaches Troy, Michigan $117M AUM 20.43% 1-Year Est. Return

Measured Wealth Private Client Group's SIVR Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of abrdn Physical Silver Shares ETF (SIVR) in Q4 2018, closing a stake of 540 shares — an estimated $8K sold.

Measured Wealth Private Client Group first reported a position in SIVR in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 51 funds tracked by Wall St. Rank hold SIVR as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining abrdn Physical Silver Shares ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 540 abrdn Physical Silver Shares ETF shares in Q4 2018, an estimated $8K.
  • Measured Wealth Private Client Group first reported a position in abrdn Physical Silver Shares ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's abrdn Physical Silver Shares ETF position peaked at $8K in Q3 2018.
  • 51 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.