SVB Wealth’s HOME PROPERTIES, INC HME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-4,810
Closed -$360K 579
2015
Q3
$360K Buy
4,810
+762
+19% +$56.4K 0.01% 450
2015
Q2
$296K Sell
4,048
-254
-6% -$18.4K 0.01% 489
2015
Q1
$298K Buy
4,302
+450
+12% +$31.1K 0.01% 476
2014
Q4
$253K Buy
+3,852
New +$245K 0.01% 491

SVB Wealth's HME Position: Q4 2015 in Review

SVB Wealth sold out of HOME PROPERTIES, INC (HME) in Q4 2015, closing a stake of 4,810 shares — an estimated $360K sold.

SVB Wealth first reported a position in HME in Q4 2014 and held it in 4 quarters. The position peaked at $360K in Q3 2015. 0 funds tracked by Wall St. Rank hold HME as of Q4 2015.

  • SVB Wealth reported no remaining HOME PROPERTIES, INC position as of Q4 2015 after selling out during the quarter.
  • SVB Wealth sold 4,810 HOME PROPERTIES, INC shares in Q4 2015, an estimated $360K.
  • SVB Wealth first reported a position in HOME PROPERTIES, INC in Q4 2014 and held it in 4 quarters.
  • SVB Wealth's HOME PROPERTIES, INC position peaked at $360K in Q3 2015.
  • 0 funds tracked by Wall St. Rank held HOME PROPERTIES, INC as of Q4 2015.

Based on SVB Wealth's 13F filing for Q4 2015, filed 12 Feb 2016.