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Woodmont Investment Counsel’s iShares Silver Trust SLV Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-800
Closed -$15K – 543
2016
Q3 		$15K Buy
+800
New +$14.9K ﹤0.01% 415
2016
Q2 		– Sell
-1,200
Closed -$18K – 408
2016
Q1 		$18K Hold
1,200
– – 0.01% 350
2015
Q4 		$16K Hold
1,200
– – ﹤0.01% 372
2015
Q3 		$17K Hold
1,200
– – 0.01% 364
2015
Q2 		$18K Buy
+1,200
New +$18.8K 0.01% 363

Other funds holding SLV

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Woodmont Investment Counsel's SLV Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of iShares Silver Trust (SLV) in Q4 2016, closing a stake of 800 shares — an estimated $15K sold.

Woodmont Investment Counsel first reported a position in SLV in Q2 2015 and held it in 5 quarters. The position peaked at $18K in Q1 2016. 364 funds tracked by Wall St. Rank hold SLV as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining iShares Silver Trust position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 800 iShares Silver Trust shares in Q4 2016, an estimated $15K.
  • Woodmont Investment Counsel first reported a position in iShares Silver Trust in Q2 2015 and held it in 5 quarters.
  • Woodmont Investment Counsel's iShares Silver Trust position peaked at $18K in Q1 2016.
  • 364 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.