PWM
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PRW Wealth Management’s iShares Silver Trust SLV Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-5,500
Closed -$78K – 571
2019
Q1 		$78K Buy
+5,500
New +$80.3K 0.07% 102

Other funds holding SLV

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return
OU
Optiver US Chicago, Illinois $50B AUM 53.51% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

PRW Wealth Management sold out of iShares Silver Trust (SLV) in Q2 2019, closing a stake of 5,500 shares — an estimated $78K sold.

PRW Wealth Management first reported a position in SLV in Q1 2019 and held it in 1 quarter. The position peaked at $78K in Q1 2019. 374 funds tracked by Wall St. Rank hold SLV as of Q2 2019.

  • PRW Wealth Management reported no remaining iShares Silver Trust position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 5,500 iShares Silver Trust shares in Q2 2019, an estimated $78K.
  • PRW Wealth Management first reported a position in iShares Silver Trust in Q1 2019 and held it in 1 quarter.
  • PRW Wealth Management's iShares Silver Trust position peaked at $78K in Q1 2019.
  • 374 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2019.

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