Woodard & Company Asset Management Group’s iShares Silver Trust SLV Stock Holding History

Woodard & Company Asset Management Group’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	-4,820	Closed	-$66K	–	198
2018 Q3	$66K	Hold	4,820	–	–	0.06%	80
2018 Q2	$73K	Buy	4,820 +1,860	+63%	+$29K	0.07%	72
2018 Q1	$45K	Hold	2,960	–	–	0.04%	92
2017 Q4	$47K	Buy	+2,960	New	+$46.7K	0.04%	106

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

Woodard & Company Asset Management Group's SLV Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of iShares Silver Trust (SLV) in Q4 2018, closing a stake of 4,820 shares — an estimated $66K sold.

Woodard & Company Asset Management Group first reported a position in SLV in Q4 2017 and held it in 4 quarters. The position peaked at $73K in Q2 2018. 398 funds tracked by Wall St. Rank hold SLV as of Q4 2018.

Woodard & Company Asset Management Group reported no remaining iShares Silver Trust position as of Q4 2018 after selling out during the quarter.
Woodard & Company Asset Management Group sold 4,820 iShares Silver Trust shares in Q4 2018, an estimated $66K.
Woodard & Company Asset Management Group first reported a position in iShares Silver Trust in Q4 2017 and held it in 4 quarters.
Woodard & Company Asset Management Group's iShares Silver Trust position peaked at $73K in Q2 2018.
398 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.