SW
AOL

SVB Wealth’s AOL INC COMMON STOCK AOL Stock Holding History

SVB Wealth’s Portfolio AOL Stock Details AOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-9,504
Closed -$376K – 599
2015
Q1 		$376K Buy
+9,504
New +$407K 0.01% 452

Other funds holding AOL

HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $481M AUM 22.61% 1-Year Est. Return
IRF
IBM Retirement Fund Armonk, New York $72.1M AUM 12.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

SVB Wealth's AOL Position: Q2 2015 in Review

SVB Wealth sold out of AOL INC COMMON STOCK (AOL) in Q2 2015, closing a stake of 9,504 shares — an estimated $376K sold.

SVB Wealth first reported a position in AOL in Q1 2015 and held it in 1 quarter. The position peaked at $376K in Q1 2015. 11 funds tracked by Wall St. Rank hold AOL as of Q2 2015.

  • SVB Wealth reported no remaining AOL INC COMMON STOCK position as of Q2 2015 after selling out during the quarter.
  • SVB Wealth sold 9,504 AOL INC COMMON STOCK shares in Q2 2015, an estimated $376K.
  • SVB Wealth first reported a position in AOL INC COMMON STOCK in Q1 2015 and held it in 1 quarter.
  • SVB Wealth's AOL INC COMMON STOCK position peaked at $376K in Q1 2015.
  • 11 funds tracked by Wall St. Rank held AOL INC COMMON STOCK as of Q2 2015.

Based on SVB Wealth's 13F filing for Q2 2015, filed 13 Aug 2015.