YorkBridge Wealth Partners’s iShares Silver Trust SLV Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-800	Closed	-$11K	–	560
2019 Q2	$11K	Hold	800	–	–	﹤0.01%	540
2019 Q1	$11K	Hold	800	–	–	0.01%	579
2018 Q4	$12K	Hold	800	–	–	0.01%	551
2018 Q3	$11K	Hold	800	–	–	0.01%	597
2018 Q2	$12K	Hold	800	–	–	0.01%	601
2018 Q1	$12K	Hold	800	–	–	0.01%	599
2017 Q4	$13K	Hold	800	–	–	0.01%	606
2017 Q3	$13K	Hold	800	–	–	0.01%	607
2017 Q2	$12K	Hold	800	–	–	0.01%	606
2017 Q1	$13K	Sell	800 -3,200	-80%	-$53K	0.01%	586
2016 Q4	$63K	Buy	+4,000	New	+$65K	0.04%	327

Other funds holding SLV

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

SVG

Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

YorkBridge Wealth Partners's SLV Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares Silver Trust (SLV) in Q3 2019, closing a stake of 800 shares — an estimated $11K sold.

YorkBridge Wealth Partners first reported a position in SLV in Q4 2016 and held it in 11 quarters. The position peaked at $63K in Q4 2016. 418 funds tracked by Wall St. Rank hold SLV as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares Silver Trust position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 800 iShares Silver Trust shares in Q3 2019, an estimated $11K.
YorkBridge Wealth Partners first reported a position in iShares Silver Trust in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares Silver Trust position peaked at $63K in Q4 2016.
418 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.