SFWA
SVM

Summit Financial Wealth Advisors’s Silvercorp Metals SVM Stock Holding History

Summit Financial Wealth Advisors’s Portfolio SVM Stock Details SVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-85,540
Closed -$230K – 156
2018
Q2 		$230K Hold
85,540
– – 0.08% 118
2018
Q1 		$230K Hold
85,540
– – 0.08% 124
2017
Q4 		$224K Hold
85,540
– – 0.08% 129
2017
Q3 		$231K Hold
85,540
– – 0.08% 124
2017
Q2 		$275K Buy
+85,540
New +$260K 0.11% 120

Other funds holding SVM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.29B AUM 125.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return