Toth Financial Advisory’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Toth Financial Advisory’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
2020 Q2	–	Sell	-160	Closed	-$1K	–	596
2020 Q1	$1K	Hold	160	–	–	﹤0.01%	432
2019 Q4	$2K	Sell	160 -40	-20%	-$404	﹤0.01%	433
2019 Q3	$2K	Hold	200	–	–	﹤0.01%	425
2019 Q2	$2K	Hold	200	–	–	﹤0.01%	423
2019 Q1	$2K	Hold	200	–	–	﹤0.01%	395
2018 Q4	$2K	Hold	200	–	–	﹤0.01%	381
2018 Q3	$2K	Hold	200	–	–	﹤0.01%	403
2018 Q2	$2K	Hold	200	–	–	﹤0.01%	401
2018 Q1	$2K	Hold	200	–	–	﹤0.01%	403
2017 Q4	$2K	Buy	+200	New	+$2.1K	﹤0.01%	406

Other funds holding SLVP

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

MWC

MKD Wealth Coaches Troy, Michigan $117M AUM 20.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Toth Financial Advisory's SLVP Position: Q2 2020 in Review

Toth Financial Advisory sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q2 2020, closing a stake of 160 shares — an estimated $1K sold.

Toth Financial Advisory first reported a position in SLVP in Q4 2017 and held it in 10 quarters. The position peaked at $2K in Q4 2019. 37 funds tracked by Wall St. Rank hold SLVP as of Q2 2020.

Toth Financial Advisory reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q2 2020 after selling out during the quarter.
Toth Financial Advisory sold 160 iShares MSCI Global Silver and Metals Miners ETF shares in Q2 2020, an estimated $1K.
Toth Financial Advisory first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q4 2017 and held it in 10 quarters.
Toth Financial Advisory's iShares MSCI Global Silver and Metals Miners ETF position peaked at $2K in Q4 2019.
37 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2020.

Based on Toth Financial Advisory's 13F filing for Q2 2020, filed 14 Jul 2020.