Triangle Securities Wealth Management’s iShares Silver Trust SLV Stock Holding History

Triangle Securities 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
2014 Q2	–	Sell	-13,790	Closed	-$378K	–	131
2014 Q1	$378K	Buy	+13,790	New	+$271K	0.34%	88
2013 Q3	–	Sell	-9,400	Closed	-$178K	–	335
2013 Q2	$178K	Buy	+9,400	New	+$211K	0.13%	123

Other funds holding SLV

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

Triangle Securities Wealth Management's SLV Position: Q2 2014 in Review

Triangle Securities Wealth Management sold out of iShares Silver Trust (SLV) in Q2 2014, closing a stake of 13,790 shares — an estimated $378K sold.

Triangle Securities Wealth Management first reported a position in SLV in Q2 2013 and held it in 2 quarters. The position peaked at $378K in Q1 2014. 308 funds tracked by Wall St. Rank hold SLV as of Q2 2014.

Triangle Securities Wealth Management reported no remaining iShares Silver Trust position as of Q2 2014 after selling out during the quarter.
Triangle Securities Wealth Management sold 13,790 iShares Silver Trust shares in Q2 2014, an estimated $378K.
Triangle Securities Wealth Management first reported a position in iShares Silver Trust in Q2 2013 and held it in 2 quarters.
Triangle Securities Wealth Management's iShares Silver Trust position peaked at $378K in Q1 2014.
308 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2014.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2014, filed 16 Jul 2014.