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WFG Advisors’s Sprott Physical Silver Trust PSLV Stock Holding History

WFG Advisors’s Portfolio PSLV Stock Details PSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$42K Hold
6,700
– – 0.01% 740
2017
Q1 		$46K Buy
6,700
+3,600
+116% +$23.9K 0.01% 678
2016
Q4 		$19K Sell
3,100
-2,000
-39% -$13.1K ﹤0.01% 950
2016
Q3 		$38K Buy
+5,100
New +$38.4K 0.01% 770
2015
Q4 		– Sell
-4,600
Closed -$26K – 1654
2015
Q3 		$26K Hold
4,600
– – 0.01% 821
2015
Q2 		$28K Sell
4,600
-750
-14% -$4.77K 0.01% 888
2015
Q1 		$35K Sell
5,350
-1,200
-18% -$7.95K 0.01% 821
2014
Q4 		$40K Sell
6,550
-1,700
-21% -$11.2K 0.01% 971
2014
Q3 		$57K Buy
8,250
+3,900
+90% +$31K 0.01% 882
2014
Q2 		$37K Sell
4,350
-3,625
-45% -$28.4K 0.01% 1030
2014
Q1 		$63K Sell
7,975
-12,027
-60% -$98.5K 0.01% 813
2013
Q4 		$151K Sell
20,002
-17,450
-47% -$144K 0.02% 600
2013
Q3 		$327K Buy
37,452
+250
+0.7% +$2.14K 0.05% 373
2013
Q2 		$287K Buy
+37,202
New +$339K 0.05% 377

Other funds holding PSLV

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

WFG Advisors's PSLV Position: Q2 2017 in Review

WFG Advisors held its Sprott Physical Silver Trust (PSLV) position steady in Q2 2017 at 6,700 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #740.

WFG Advisors first reported a position in PSLV in Q2 2013 and has held it in 14 quarters since. The position peaked at $327K in Q3 2013. 93 funds tracked by Wall St. Rank hold PSLV as of Q2 2017.

  • WFG Advisors held 6,700 shares of Sprott Physical Silver Trust worth $42K as of Q2 2017.
  • WFG Advisors left its Sprott Physical Silver Trust share count unchanged in Q2 2017.
  • Sprott Physical Silver Trust made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #740 holding.
  • WFG Advisors first reported a position in Sprott Physical Silver Trust in Q2 2013 and has held it in 14 quarters since.
  • WFG Advisors's Sprott Physical Silver Trust position peaked at $327K in Q3 2013.
  • 93 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.