Westbourne Investment Advisors’s iShares Silver Trust SLV Stock Holding History

Westbourne Investment Advisors’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
2018 Q4	–	Sell	-1,800	Closed	-$25K	–	144
2018 Q3	$25K	Buy	+1,800	New	+$25.4K	0.02%	157
2016 Q3	–	Sell	-6,900	Closed	-$123K	–	127
2016 Q2	$123K	Buy	+6,900	New	+$110K	0.11%	122

Other funds holding SLV

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

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

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

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Westbourne Investment Advisors's SLV Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of iShares Silver Trust (SLV) in Q4 2018, closing a stake of 1,800 shares — an estimated $25K sold.

Westbourne Investment Advisors first reported a position in SLV in Q2 2016 and held it in 2 quarters. The position peaked at $123K in Q2 2016. 398 funds tracked by Wall St. Rank hold SLV as of Q4 2018.

Westbourne Investment Advisors reported no remaining iShares Silver Trust position as of Q4 2018 after selling out during the quarter.
Westbourne Investment Advisors sold 1,800 iShares Silver Trust shares in Q4 2018, an estimated $25K.
Westbourne Investment Advisors first reported a position in iShares Silver Trust in Q2 2016 and held it in 2 quarters.
Westbourne Investment Advisors's iShares Silver Trust position peaked at $123K in Q2 2016.
398 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.