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Welch Investments’s iShares Silver Trust SLV Stock Holding History

Welch Investments’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
Q4 		$255K Hold
15,926
– – 0.16% 39
2017
Q3 		$251K Hold
15,926
– – 0.17% 39
2017
Q2 		$250K Hold
15,926
– – 0.19% 37
2017
Q1 		$275K Hold
15,926
– – 0.22% 35
2016
Q4 		$241K Buy
+15,926
New +$259K 0.21% 39

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Welch Investments's SLV Position: Q4 2017 in Review

Welch Investments held its iShares Silver Trust (SLV) position steady in Q4 2017 at 15,926 shares worth $255K. The position accounts for 0.16% of the portfolio, ranked #39.

Welch Investments first reported a position in SLV in Q4 2016 and has held it in 5 quarters since. The position peaked at $275K in Q1 2017. 402 funds tracked by Wall St. Rank hold SLV as of Q4 2017.

  • Welch Investments held 15,926 shares of iShares Silver Trust worth $255K as of Q4 2017.
  • Welch Investments left its iShares Silver Trust share count unchanged in Q4 2017.
  • iShares Silver Trust made up 0.16% of Welch Investments's portfolio in Q4 2017, its #39 holding.
  • Welch Investments first reported a position in iShares Silver Trust in Q4 2016 and has held it in 5 quarters since.
  • Welch Investments's iShares Silver Trust position peaked at $275K in Q1 2017.
  • 402 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.