SVB Wealth’s Anywhere Real Estate HOUS Stock Holding History

SVB Wealth’s Portfolio HOUS Stock Details HOUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-4,850	Closed	-$216K	–	558
2014 Q4	$216K	Buy	+4,850	New	+$201K	0.01%	516

Other funds holding HOUS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

SIG

Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SVB Wealth's HOUS Position: Q1 2015 in Review

SVB Wealth sold out of Anywhere Real Estate (HOUS) in Q1 2015, closing a stake of 4,850 shares — an estimated $216K sold.

SVB Wealth first reported a position in HOUS in Q4 2014 and held it in 1 quarter. The position peaked at $216K in Q4 2014. 276 funds tracked by Wall St. Rank hold HOUS as of Q1 2015.

SVB Wealth reported no remaining Anywhere Real Estate position as of Q1 2015 after selling out during the quarter.
SVB Wealth sold 4,850 Anywhere Real Estate shares in Q1 2015, an estimated $216K.
SVB Wealth first reported a position in Anywhere Real Estate in Q4 2014 and held it in 1 quarter.
SVB Wealth's Anywhere Real Estate position peaked at $216K in Q4 2014.
276 funds tracked by Wall St. Rank held Anywhere Real Estate as of Q1 2015.

Based on SVB Wealth's 13F filing for Q1 2015, filed 12 May 2015.