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Western Wealth Management’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Western Wealth Management’s Portfolio SLVP Stock Details SLVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-118,345
Closed -$1.15M – 420
2019
Q3 		$1.15M Buy
+118,345
New +$1.2M 0.24% 106

Other funds holding SLVP

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Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
MWC
MKD Wealth Coaches Troy, Michigan $117M AUM 20.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Western Wealth Management's SLVP Position: Q4 2019 in Review

Western Wealth Management sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q4 2019, closing a stake of 118,345 shares — an estimated $1.15M sold.

Western Wealth Management first reported a position in SLVP in Q3 2019 and held it in 1 quarter. The position peaked at $1.15M in Q3 2019. 32 funds tracked by Wall St. Rank hold SLVP as of Q4 2019.

  • Western Wealth Management reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q4 2019 after selling out during the quarter.
  • Western Wealth Management sold 118,345 iShares MSCI Global Silver and Metals Miners ETF shares in Q4 2019, an estimated $1.15M.
  • Western Wealth Management first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q3 2019 and held it in 1 quarter.
  • Western Wealth Management's iShares MSCI Global Silver and Metals Miners ETF position peaked at $1.15M in Q3 2019.
  • 32 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q4 2019.

Based on Western Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.