United Capital Financial Advisors’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

United Capital Financial Advisors’s Portfolio SIVR Stock Details SIVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-68,946	Closed	-$1.07M	–	1286
2016 Q4	$1.07M	Sell	68,946 -44,175	-39%	-$740K	0.01%	739
2016 Q3	$2.12M	Buy	113,121 +43,898	+63%	+$842K	0.02%	571
2016 Q2	$1.25M	Buy	+69,223	New	+$1.14M	0.01%	671

Other funds holding SIVR

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

United Capital Financial Advisors's SIVR Position: Q1 2017 in Review

United Capital Financial Advisors sold out of abrdn Physical Silver Shares ETF (SIVR) in Q1 2017, closing a stake of 68,946 shares — an estimated $1.07M sold.

United Capital Financial Advisors first reported a position in SIVR in Q2 2016 and held it in 3 quarters. The position peaked at $2.12M in Q3 2016. 50 funds tracked by Wall St. Rank hold SIVR as of Q1 2017.

United Capital Financial Advisors reported no remaining abrdn Physical Silver Shares ETF position as of Q1 2017 after selling out during the quarter.
United Capital Financial Advisors sold 68,946 abrdn Physical Silver Shares ETF shares in Q1 2017, an estimated $1.07M.
United Capital Financial Advisors first reported a position in abrdn Physical Silver Shares ETF in Q2 2016 and held it in 3 quarters.
United Capital Financial Advisors's abrdn Physical Silver Shares ETF position peaked at $2.12M in Q3 2016.
50 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.