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Spectrum Financial Alliance’s iShares Silver Trust SLV Stock Holding History

Spectrum Financial Alliance’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
2018
Q2 		– Sell
-148
Closed -$22K – 141
2018
Q1 		$22K Buy
+148
New +$2.34K 0.01% 45

Other funds holding SLV

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
OU
Optiver US Chicago, Illinois $50B AUM 53.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spectrum Financial Alliance's SLV Position: Q2 2018 in Review

Spectrum Financial Alliance sold out of iShares Silver Trust (SLV) in Q2 2018, closing a stake of 148 shares — an estimated $22K sold.

Spectrum Financial Alliance first reported a position in SLV in Q1 2018 and held it in 1 quarter. The position peaked at $22K in Q1 2018. 401 funds tracked by Wall St. Rank hold SLV as of Q2 2018.

  • Spectrum Financial Alliance reported no remaining iShares Silver Trust position as of Q2 2018 after selling out during the quarter.
  • Spectrum Financial Alliance sold 148 iShares Silver Trust shares in Q2 2018, an estimated $22K.
  • Spectrum Financial Alliance first reported a position in iShares Silver Trust in Q1 2018 and held it in 1 quarter.
  • Spectrum Financial Alliance's iShares Silver Trust position peaked at $22K in Q1 2018.
  • 401 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2018.

Based on Spectrum Financial Alliance's 13F filing for Q2 2018, filed 15 Aug 2018.