Winslow Evans & Crocker’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$50K Buy
2,055
+1,450
+240% +$33K 0.01% 599
2020
Q3
$13K Sell
605
-15,570
-96% -$354K ﹤0.01% 709
2020
Q2
$275K Sell
16,175
-1
-0% -$15 0.07% 238
2020
Q1
$212K Buy
+16,176
New +$254K 0.07% 233
2019
Q1
Sell
-100
Closed -$2K 1351
2018
Q4
$2K Hold
100
﹤0.01% 1048
2018
Q3
$2K Hold
100
﹤0.01% 1061
2018
Q2
$2K Hold
100
﹤0.01% 1070
2018
Q1
$1.54K Hold
100
﹤0.01% 1044
2017
Q4
$1.6K Sell
100
-350
-78% -$5.52K ﹤0.01% 1048
2017
Q3
$7.08K Sell
450
-1,550
-78% -$24.7K ﹤0.01% 876
2017
Q2
$31.8K Buy
2,000
+500
+33% +$8.14K 0.01% 654
2017
Q1
$25.9K Sell
1,500
-1,200
-44% -$19.9K 0.01% 683
2016
Q4
$40.8K Sell
2,700
-1,200
-31% -$19.5K 0.01% 575
2016
Q3
$71K Sell
3,900
-350
-8% -$6.52K 0.02% 470
2016
Q2
$75.9K Sell
4,250
-400
-9% -$6.4K 0.02% 429
2016
Q1
$68.3K Sell
4,650
-300
-6% -$4.26K 0.02% 441
2015
Q4
$65.3K Hold
4,950
0.02% 482
2015
Q3
$68.7K Buy
4,950
+1,350
+38% +$19.2K 0.02% 461
2015
Q2
$54.1K Hold
3,600
0.02% 535
2015
Q1
$57.4K Sell
3,600
-1,136
-24% -$18.2K 0.02% 519
2014
Q4
$71.3K Buy
4,736
+1,800
+61% +$28.5K 0.02% 474
2014
Q3
$48K Buy
2,936
+1
+0% +$19 0.01% 563
2014
Q2
$59.4K Hold
2,935
0.02% 463
2014
Q1
$55.9K Hold
2,935
0.02% 470
2013
Q4
$55K Buy
+2,935
New +$58.9K 0.02% 499

Other funds holding SLV

Winslow Evans & Crocker's SLV Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares Silver Trust (SLV) stake by 240% in Q4 2020, buying an estimated $33K and bringing the position to 2,055 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #599.

Winslow Evans & Crocker first reported a position in SLV in Q4 2013 and has held it in 25 quarters since. The position peaked at $275K in Q2 2020. 689 funds tracked by Wall St. Rank hold SLV as of Q4 2020.

  • Winslow Evans & Crocker held 2,055 shares of iShares Silver Trust worth $50K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,450 iShares Silver Trust shares in Q4 2020, an estimated $33K.
  • iShares Silver Trust made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #599 holding.
  • Winslow Evans & Crocker first reported a position in iShares Silver Trust in Q4 2013 and has held it in 25 quarters since.
  • Winslow Evans & Crocker's iShares Silver Trust position peaked at $275K in Q2 2020.
  • 689 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.