WESPAC Advisors SoCal
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WESPAC Advisors SoCal’s Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 SLVO Stock Holding History

WESPAC Advisors SoCal’s Portfolio SLVO Stock Details SLVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,000
Closed -$148K – 318
2018
Q2 		$148K Buy
+1,000
New +$153K 0.09% 89

Other funds holding SLVO

RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Jane Street
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Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Virtu Financial
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mainstay Capital Management
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

WESPAC Advisors SoCal's SLVO Position: Q3 2018 in Review

WESPAC Advisors SoCal sold out of Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 (SLVO) in Q3 2018, closing a stake of 1,000 shares — an estimated $148K sold.

WESPAC Advisors SoCal first reported a position in SLVO in Q2 2018 and held it in 1 quarter. The position peaked at $148K in Q2 2018. 12 funds tracked by Wall St. Rank hold SLVO as of Q3 2018.

  • WESPAC Advisors SoCal reported no remaining Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position as of Q3 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 1,000 Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 shares in Q3 2018, an estimated $148K.
  • WESPAC Advisors SoCal first reported a position in Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 in Q2 2018 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 position peaked at $148K in Q2 2018.
  • 12 funds tracked by Wall St. Rank held Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033 as of Q3 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2018, filed 22 Oct 2018.