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

Regal 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
-15,500
Closed -$101K – 238
2019
Q4 		$101K Sell
15,500
-3,500
-18% -$22.2K 0.02% 338
2019
Q3 		$119K Buy
+19,000
New +$119K 0.02% 311

Other funds holding PSLV

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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 $5.01B AUM 35.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Regal Investment Advisors sold out of Sprott Physical Silver Trust (PSLV) in Q1 2020, closing a stake of 15,500 shares — an estimated $101K sold.

Regal Investment Advisors first reported a position in PSLV in Q3 2019 and held it in 2 quarters. The position peaked at $119K in Q3 2019. 112 funds tracked by Wall St. Rank hold PSLV as of Q1 2020.

  • Regal Investment Advisors reported no remaining Sprott Physical Silver Trust position as of Q1 2020 after selling out during the quarter.
  • Regal Investment Advisors sold 15,500 Sprott Physical Silver Trust shares in Q1 2020, an estimated $101K.
  • Regal Investment Advisors first reported a position in Sprott Physical Silver Trust in Q3 2019 and held it in 2 quarters.
  • Regal Investment Advisors's Sprott Physical Silver Trust position peaked at $119K in Q3 2019.
  • 112 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q1 2020.

Based on Regal Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.