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Smith & Howard Wealth Management’s iShares Silver Trust SLV Stock Holding History

Smith & Howard Wealth Management’s Portfolio SLV Stock Details SLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-100
Closed -$2K – 267
2013
Q2 		$2K Buy
+100
New +$2.24K ﹤0.01% 221

Other funds holding SLV

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Smith & Howard Wealth Management's SLV Position: Q3 2013 in Review

Smith & Howard Wealth Management sold out of iShares Silver Trust (SLV) in Q3 2013, closing a stake of 100 shares — an estimated $2K sold.

Smith & Howard Wealth Management first reported a position in SLV in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 297 funds tracked by Wall St. Rank hold SLV as of Q3 2013.

  • Smith & Howard Wealth Management reported no remaining iShares Silver Trust position as of Q3 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 100 iShares Silver Trust shares in Q3 2013, an estimated $2K.
  • Smith & Howard Wealth Management first reported a position in iShares Silver Trust in Q2 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's iShares Silver Trust position peaked at $2K in Q2 2013.
  • 297 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2013, filed 31 Oct 2013.