PWM
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PRW Wealth Management’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-5,000
Closed -$73K – 569
2019
Q1 		$73K Hold
5,000
– – 0.07% 108
2018
Q4 		$75K Buy
+5,000
New +$70.8K 0.09% 108

Other funds holding SIVR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PRW Wealth Management's SIVR Position: Q2 2019 in Review

PRW Wealth Management sold out of abrdn Physical Silver Shares ETF (SIVR) in Q2 2019, closing a stake of 5,000 shares — an estimated $73K sold.

PRW Wealth Management first reported a position in SIVR in Q4 2018 and held it in 2 quarters. The position peaked at $75K in Q4 2018. 47 funds tracked by Wall St. Rank hold SIVR as of Q2 2019.

  • PRW Wealth Management reported no remaining abrdn Physical Silver Shares ETF position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 5,000 abrdn Physical Silver Shares ETF shares in Q2 2019, an estimated $73K.
  • PRW Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's abrdn Physical Silver Shares ETF position peaked at $75K in Q4 2018.
  • 47 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.