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Realta Investment Advisors’s Sprott Physical Silver Trust PSLV Stock Holding History

Realta Investment Advisors’s Portfolio PSLV Stock Details PSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,450
Closed -$9K – 1120
2019
Q4 		$9K Hold
1,450
– – ﹤0.01% 1174
2019
Q3 		$9K Buy
+1,450
New +$9.1K ﹤0.01% 1149

Other funds holding PSLV

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Realta Investment Advisors's PSLV Position: Q1 2020 in Review

Realta Investment Advisors sold out of Sprott Physical Silver Trust (PSLV) in Q1 2020, closing a stake of 1,450 shares — an estimated $9K sold.

Realta Investment Advisors first reported a position in PSLV in Q3 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 112 funds tracked by Wall St. Rank hold PSLV as of Q1 2020.

  • Realta Investment Advisors reported no remaining Sprott Physical Silver Trust position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,450 Sprott Physical Silver Trust shares in Q1 2020, an estimated $9K.
  • Realta Investment Advisors first reported a position in Sprott Physical Silver Trust in Q3 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Sprott Physical Silver Trust position peaked at $9K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.