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WESPAC Advisors SoCal’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

WESPAC Advisors SoCal’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
Q4 		– Sell
-957
Closed -$15K – 280
2017
Q3 		$15K Buy
+957
New +$15.8K 0.01% 184

Other funds holding SIVR

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WESPAC Advisors SoCal's SIVR Position: Q4 2017 in Review

WESPAC Advisors SoCal sold out of abrdn Physical Silver Shares ETF (SIVR) in Q4 2017, closing a stake of 957 shares — an estimated $15K sold.

WESPAC Advisors SoCal first reported a position in SIVR in Q3 2017 and held it in 1 quarter. The position peaked at $15K in Q3 2017. 46 funds tracked by Wall St. Rank hold SIVR as of Q4 2017.

  • WESPAC Advisors SoCal reported no remaining abrdn Physical Silver Shares ETF position as of Q4 2017 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 957 abrdn Physical Silver Shares ETF shares in Q4 2017, an estimated $15K.
  • WESPAC Advisors SoCal first reported a position in abrdn Physical Silver Shares ETF in Q3 2017 and held it in 1 quarter.
  • WESPAC Advisors SoCal's abrdn Physical Silver Shares ETF position peaked at $15K in Q3 2017.
  • 46 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q4 2017.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2017, filed 13 Feb 2018.