SVB Wealth’s Ballard Power Systems BLDP Stock Holding History

SVB Wealth’s Portfolio BLDP Stock Details BLDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-100,000	Closed	-$468K	–	479
2017 Q3	$468K	Hold	100,000	–	–	0.02%	358
2017 Q2	$290K	Hold	100,000	–	–	0.01%	411
2017 Q1	$222K	Hold	100,000	–	–	0.01%	446
2016 Q4	$165K	Hold	100,000	–	–	0.01%	472
2016 Q3	$221K	Hold	100,000	–	–	0.01%	490
2016 Q2	$125K	Hold	100,000	–	–	0.01%	495
2016 Q1	$140K	Hold	100,000	–	–	0.01%	500
2015 Q4	$156K	Hold	100,000	–	–	0.01%	517
2015 Q3	$120K	Hold	100,000	–	–	﹤0.01%	530
2015 Q2	$209K	Hold	100,000	–	–	0.01%	528
2015 Q1	$210K	Hold	100,000	–	–	0.01%	524
2014 Q4	$198K	Buy	+100,000	New	+$245K	0.01%	519

Other funds holding BLDP

Elephas Investment Management Hong Kong $367M AUM 189.12% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $19.9B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

A.R.T. Advisors New York $1.79M AUM 57.47% 1-Year Est. Return

Swiss National Bank

Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return

Zurich Cantonal Bank

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return