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Ullmann Wealth Partners Group’s iShares Silver Trust SLV Stock Holding History

Ullmann Wealth Partners Group’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
2017
Q3 		– Sell
-644
Closed -$10K – 118
2017
Q2 		$10K Buy
+644
New +$10.5K 0.01% 141

Other funds holding SLV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

Ullmann Wealth Partners Group's SLV Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of iShares Silver Trust (SLV) in Q3 2017, closing a stake of 644 shares — an estimated $10K sold.

Ullmann Wealth Partners Group first reported a position in SLV in Q2 2017 and held it in 1 quarter. The position peaked at $10K in Q2 2017. 363 funds tracked by Wall St. Rank hold SLV as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining iShares Silver Trust position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 644 iShares Silver Trust shares in Q3 2017, an estimated $10K.
  • Ullmann Wealth Partners Group first reported a position in iShares Silver Trust in Q2 2017 and held it in 1 quarter.
  • Ullmann Wealth Partners Group's iShares Silver Trust position peaked at $10K in Q2 2017.
  • 363 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.