Moody Lynn & Lieberson’s iShares Silver Trust SLV Stock Holding History

Moody Lynn & Lieberson’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
2019 Q1	–	Sell	-1,380	Closed	-$20K	–	200
2018 Q4	$20K	Buy	+1,380	New	+$18.9K	﹤0.01%	187
2018 Q1	–	Sell	-91,352	Closed	-$1.17M	–	215
2017 Q4	$1.17M	Buy	+91,352	New	+$1.44M	0.13%	100
2016 Q4	–	Sell	-9,900	Closed	-$165K	–	180
2016 Q3	$165K	Buy	9,900 +3,900	+65%	+$72.6K	0.03%	162
2016 Q2	$115K	Buy	+6,000	New	+$96K	0.02%	150

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 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

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

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

Moody Lynn & Lieberson's SLV Position: Q1 2019 in Review

Moody Lynn & Lieberson sold out of iShares Silver Trust (SLV) in Q1 2019, closing a stake of 1,380 shares — an estimated $20K sold.

Moody Lynn & Lieberson first reported a position in SLV in Q2 2016 and held it in 4 quarters. The position peaked at $1.17M in Q4 2017. 396 funds tracked by Wall St. Rank hold SLV as of Q1 2019.

Moody Lynn & Lieberson reported no remaining iShares Silver Trust position as of Q1 2019 after selling out during the quarter.
Moody Lynn & Lieberson sold 1,380 iShares Silver Trust shares in Q1 2019, an estimated $20K.
Moody Lynn & Lieberson first reported a position in iShares Silver Trust in Q2 2016 and held it in 4 quarters.
Moody Lynn & Lieberson's iShares Silver Trust position peaked at $1.17M in Q4 2017.
396 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2019.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2019, filed 23 Apr 2019.