Retirement Planning Group (Kansas)’s Sprott Physical Silver Trust PSLV Stock Holding History

Retirement Planning Group (Kansas)’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
2019 Q4	–	Sell	-13,000	Closed	-$81K	–	76
2019 Q3	$81K	Hold	13,000	–	–	0.02%	69
2019 Q2	$74K	Hold	13,000	–	–	0.02%	65
2019 Q1	$72K	Hold	13,000	–	–	0.02%	66
2018 Q4	$73K	Hold	13,000	–	–	0.02%	66
2018 Q3	$69K	Hold	13,000	–	–	0.02%	55
2018 Q2	$76K	Hold	13,000	–	–	0.02%	54
2018 Q1	$79K	Hold	13,000	–	–	0.02%	54
2017 Q4	$82K	Buy	+13,000	New	+$81.6K	0.02%	52

Other funds holding PSLV

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Retirement Planning Group (Kansas)'s PSLV Position: Q4 2019 in Review

Retirement Planning Group (Kansas) sold out of Sprott Physical Silver Trust (PSLV) in Q4 2019, closing a stake of 13,000 shares — an estimated $81K sold.

Retirement Planning Group (Kansas) first reported a position in PSLV in Q4 2017 and held it in 8 quarters. The position peaked at $82K in Q4 2017. 111 funds tracked by Wall St. Rank hold PSLV as of Q4 2019.

Retirement Planning Group (Kansas) reported no remaining Sprott Physical Silver Trust position as of Q4 2019 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 13,000 Sprott Physical Silver Trust shares in Q4 2019, an estimated $81K.
Retirement Planning Group (Kansas) first reported a position in Sprott Physical Silver Trust in Q4 2017 and held it in 8 quarters.
Retirement Planning Group (Kansas)'s Sprott Physical Silver Trust position peaked at $82K in Q4 2017.
111 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q4 2019.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2019, filed 29 Jan 2020.