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MYCIO Wealth Partners’s iShares Silver Trust SLV Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-900
Closed -$16K – 581
2016
Q3 		$16K Buy
+900
New +$16.8K ﹤0.01% 507
2015
Q3 		– Sell
-200
Closed -$3K – 942
2015
Q2 		$3K Hold
200
– – ﹤0.01% 639
2015
Q1 		$3K Hold
200
– – ﹤0.01% 590
2014
Q4 		$3K Buy
200
+100
+100% +$1.58K ﹤0.01% 563
2014
Q3 		$2K Buy
100
+50
+100% +$945 ﹤0.01% 583
2014
Q2 		$1K Sell
50
-395
-89% -$7.46K ﹤0.01% 611
2014
Q1 		$8K Buy
445
+395
+790% +$7.77K ﹤0.01% 488
2013
Q4 		$1K Sell
50
-3,875
-99% -$77.7K ﹤0.01% 567
2013
Q3 		$82K Sell
3,925
-405
-9% -$8.37K 0.02% 189
2013
Q2 		$82K Buy
+4,330
New +$97.1K 0.02% 185

Other funds holding SLV

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
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
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

MYCIO Wealth Partners's SLV Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of iShares Silver Trust (SLV) in Q4 2016, closing a stake of 900 shares — an estimated $16K sold.

MYCIO Wealth Partners first reported a position in SLV in Q2 2013 and held it in 10 quarters. The position peaked at $82K in Q3 2013. 364 funds tracked by Wall St. Rank hold SLV as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining iShares Silver Trust position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 900 iShares Silver Trust shares in Q4 2016, an estimated $16K.
  • MYCIO Wealth Partners first reported a position in iShares Silver Trust in Q2 2013 and held it in 10 quarters.
  • MYCIO Wealth Partners's iShares Silver Trust position peaked at $82K in Q3 2013.
  • 364 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.