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Rockbridge Investment Management’s Sprott Physical Silver Trust PSLV Stock Holding History

Rockbridge Investment Management’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
Q4 		– Sell
-100
Closed -$1K – 699
2020
Q3 		$1K Buy
+100
New +$873 ﹤0.01% 624

Other funds holding PSLV

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JAM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Rockbridge Investment Management's PSLV Position: Q4 2020 in Review

Rockbridge Investment Management sold out of Sprott Physical Silver Trust (PSLV) in Q4 2020, closing a stake of 100 shares — an estimated $1K sold.

Rockbridge Investment Management first reported a position in PSLV in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 186 funds tracked by Wall St. Rank hold PSLV as of Q4 2020.

  • Rockbridge Investment Management reported no remaining Sprott Physical Silver Trust position as of Q4 2020 after selling out during the quarter.
  • Rockbridge Investment Management sold 100 Sprott Physical Silver Trust shares in Q4 2020, an estimated $1K.
  • Rockbridge Investment Management first reported a position in Sprott Physical Silver Trust in Q3 2020 and held it in 1 quarter.
  • Rockbridge Investment Management's Sprott Physical Silver Trust position peaked at $1K in Q3 2020.
  • 186 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q4 2020.

Based on Rockbridge Investment Management's 13F filing for Q4 2020, filed 4 Mar 2021.