Polaris Wealth Advisory Group’s iShares Silver Trust SLV Stock Holding History

Polaris Wealth Advisory Group’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
2018 Q4	–	Sell	-700	Closed	-$10K	–	402
2018 Q3	$10K	Buy	+700	New	+$9.87K	﹤0.01%	408
2018 Q2	–	Sell	-700	Closed	-$11K	–	400
2018 Q1	$11K	Buy	+700	New	+$11.1K	﹤0.01%	357
2014 Q2	–	Sell	-200	Closed	-$4K	–	128
2014 Q1	$4K	Buy	+200	New	+$3.93K	﹤0.01%	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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Polaris Wealth Advisory Group's SLV Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of iShares Silver Trust (SLV) in Q4 2018, closing a stake of 700 shares — an estimated $10K sold.

Polaris Wealth Advisory Group first reported a position in SLV in Q1 2014 and held it in 3 quarters. The position peaked at $11K in Q1 2018. 398 funds tracked by Wall St. Rank hold SLV as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining iShares Silver Trust position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 700 iShares Silver Trust shares in Q4 2018, an estimated $10K.
Polaris Wealth Advisory Group first reported a position in iShares Silver Trust in Q1 2014 and held it in 3 quarters.
Polaris Wealth Advisory Group's iShares Silver Trust position peaked at $11K in Q1 2018.
398 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.