OWP
SIVR icon

Obermeyer Wealth Partners’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-310
Closed -$6K – 243
2013
Q2 		$6K Buy
+310
New +$7.11K ﹤0.01% 304

Other funds holding SIVR

U
UBS Zurich, Switzerland $136B AUM 16.36% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Obermeyer Wealth Partners's SIVR Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of abrdn Physical Silver Shares ETF (SIVR) in Q3 2013, closing a stake of 310 shares — an estimated $6K sold.

Obermeyer Wealth Partners first reported a position in SIVR in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 34 funds tracked by Wall St. Rank hold SIVR as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining abrdn Physical Silver Shares ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 310 abrdn Physical Silver Shares ETF shares in Q3 2013, an estimated $6K.
  • Obermeyer Wealth Partners first reported a position in abrdn Physical Silver Shares ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's abrdn Physical Silver Shares ETF position peaked at $6K in Q2 2013.
  • 34 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.