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 New York $164B AUM 112.45% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Summit Financial Wealth Advisors's SVM Position: Q3 2018 in Review

Summit Financial Wealth Advisors sold out of Silvercorp Metals (SVM) in Q3 2018, closing a stake of 85,540 shares — an estimated $230K sold.

Summit Financial Wealth Advisors first reported a position in SVM in Q2 2017 and held it in 5 quarters. The position peaked at $275K in Q2 2017. 75 funds tracked by Wall St. Rank hold SVM as of Q3 2018.

Summit Financial Wealth Advisors reported no remaining Silvercorp Metals position as of Q3 2018 after selling out during the quarter.
Summit Financial Wealth Advisors sold 85,540 Silvercorp Metals shares in Q3 2018, an estimated $230K.
Summit Financial Wealth Advisors first reported a position in Silvercorp Metals in Q2 2017 and held it in 5 quarters.
Summit Financial Wealth Advisors's Silvercorp Metals position peaked at $275K in Q2 2017.
75 funds tracked by Wall St. Rank held Silvercorp Metals as of Q3 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2018, filed 22 Oct 2018.