MPS Loria Financial Planners’s iShares Silver Trust SLV Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-647	Closed	-$14K	–	489
2021 Q1	$14K	Hold	647	–	–	0.01%	267
2020 Q4	$16K	Hold	647	–	–	0.01%	256
2020 Q3	$14K	Hold	647	–	–	0.01%	219
2020 Q2	$11K	Buy	+647	New	+$9.89K	0.01%	246
2017 Q3	–	Sell	-990	Closed	-$16K	–	286
2017 Q2	$16K	Buy	+990	New	+$16.1K	0.01%	252

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

Baymount Management Miami, Florida $96.1M AUM

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

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

DPRC

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

MPS Loria Financial Planners's SLV Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of iShares Silver Trust (SLV) in Q2 2021, closing a stake of 647 shares — an estimated $14K sold.

MPS Loria Financial Planners first reported a position in SLV in Q2 2017 and held it in 5 quarters. The position peaked at $16K in Q4 2020. 742 funds tracked by Wall St. Rank hold SLV as of Q2 2021.

MPS Loria Financial Planners reported no remaining iShares Silver Trust position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 647 iShares Silver Trust shares in Q2 2021, an estimated $14K.
MPS Loria Financial Planners first reported a position in iShares Silver Trust in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's iShares Silver Trust position peaked at $16K in Q4 2020.
742 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.