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SVB Wealth’s Crane NXT CXT Stock Holding History

SVB Wealth’s Portfolio CXT Stock Details CXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-37,551
Closed -$1.03M – 471
2017
Q2 		$1.03M Buy
37,551
+4,350
+13% +$118K 0.04% 252
2017
Q1 		$863K Buy
33,201
+2,781
+9% +$71.1K 0.03% 269
2016
Q4 		$762K Buy
30,420
+6,210
+26% +$151K 0.03% 284
2016
Q3 		$530K Buy
24,210
+3,988
+20% +$85.9K 0.02% 327
2016
Q2 		$398K Buy
20,222
+2,015
+11% +$39.3K 0.02% 386
2016
Q1 		$341K Buy
18,207
+4,851
+36% +$82.8K 0.01% 421
2015
Q4 		$222K Buy
13,356
+991
+8% +$17.2K 0.01% 495
2015
Q3 		$200K Buy
12,365
+1,465
+13% +$26.9K 0.01% 521
2015
Q2 		$222K Buy
+10,900
New +$232K 0.01% 518

Other funds holding CXT

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return