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

WFG Advisors’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 Q2	$44K	Buy	2,700 +300	+13%	+$5.04K	0.01%	729
2017 Q1	$43K	Hold	2,400	–	–	0.01%	698
2016 Q4	$37K	Buy	2,400 +500	+26%	+$8.38K	0.01%	789
2016 Q3	$36K	Buy	1,900 +465	+32%	+$8.92K	0.01%	786
2016 Q2	$26K	Hold	1,435	–	–	0.01%	857
2016 Q1	$22K	Hold	1,435	–	–	0.01%	869
2015 Q4	$19K	Hold	1,435	–	–	0.01%	914
2015 Q3	$20K	Buy	1,435 +300	+26%	+$4.4K	0.01%	890
2015 Q2	$18K	Hold	1,135	–	–	0.01%	1012
2015 Q1	$19K	Hold	1,135	–	–	0.01%	1011
2014 Q4	$18K	Sell	1,135 -1,100	-49%	-$17.9K	﹤0.01%	1262
2014 Q3	$38K	Sell	2,235 -400	-15%	-$7.76K	0.01%	1021
2014 Q2	$55K	Buy	2,635 +500	+23%	+$9.69K	0.01%	878
2014 Q1	$42K	Sell	2,135 -1,535	-42%	-$31K	0.01%	982
2013 Q4	$70K	Sell	3,670 -2,400	-40%	-$49.3K	0.01%	877
2013 Q3	$130K	Sell	6,070 -100	-2%	-$2.12K	0.02%	619
2013 Q2	$120K	Buy	+6,170	New	+$142K	0.02%	599

Other funds holding SIVR

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

WFG Advisors's SIVR Position: Q2 2017 in Review

WFG Advisors increased its abrdn Physical Silver Shares ETF (SIVR) stake by 13% in Q2 2017, buying an estimated $5.04K and bringing the position to 2,700 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #729.

WFG Advisors first reported a position in SIVR in Q2 2013 and has held it in 17 quarters since. The position peaked at $130K in Q3 2013. 42 funds tracked by Wall St. Rank hold SIVR as of Q2 2017.

WFG Advisors held 2,700 shares of abrdn Physical Silver Shares ETF worth $44K as of Q2 2017.
WFG Advisors bought 300 abrdn Physical Silver Shares ETF shares in Q2 2017, an estimated $5.04K.
abrdn Physical Silver Shares ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #729 holding.
WFG Advisors first reported a position in abrdn Physical Silver Shares ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's abrdn Physical Silver Shares ETF position peaked at $130K in Q3 2013.
42 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2017.

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