SQA
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Simon Quick Advisors’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Simon Quick Advisors’s Portfolio SLVP Stock Details SLVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-512
Closed -$6K – 571
2017
Q3 		$6K Hold
512
– – ﹤0.01% 455
2017
Q2 		$6K Hold
512
– – ﹤0.01% 255
2017
Q1 		$6K Buy
+512
New +$6.12K ﹤0.01% 281

Other funds holding SLVP

FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simon Quick Advisors's SLVP Position: Q4 2017 in Review

Simon Quick Advisors sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q4 2017, closing a stake of 512 shares — an estimated $6K sold.

Simon Quick Advisors first reported a position in SLVP in Q1 2017 and held it in 3 quarters. The position peaked at $6K in Q3 2017. 20 funds tracked by Wall St. Rank hold SLVP as of Q4 2017.

  • Simon Quick Advisors reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q4 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 512 iShares MSCI Global Silver and Metals Miners ETF shares in Q4 2017, an estimated $6K.
  • Simon Quick Advisors first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q1 2017 and held it in 3 quarters.
  • Simon Quick Advisors's iShares MSCI Global Silver and Metals Miners ETF position peaked at $6K in Q3 2017.
  • 20 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.