SVB Wealth’s Lincoln Electric LECO Stock Holding History

SVB Wealth’s Portfolio LECO Stock Details LECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-4,000	Closed	-$276K	–	561
2014 Q4	$276K	Buy	+4,000	New	+$279K	0.01%	474

Other funds holding LECO

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

SVB Wealth's LECO Position: Q1 2015 in Review

SVB Wealth sold out of Lincoln Electric (LECO) in Q1 2015, closing a stake of 4,000 shares — an estimated $276K sold.

SVB Wealth first reported a position in LECO in Q4 2014 and held it in 1 quarter. The position peaked at $276K in Q4 2014. 286 funds tracked by Wall St. Rank hold LECO as of Q1 2015.

SVB Wealth reported no remaining Lincoln Electric position as of Q1 2015 after selling out during the quarter.
SVB Wealth sold 4,000 Lincoln Electric shares in Q1 2015, an estimated $276K.
SVB Wealth first reported a position in Lincoln Electric in Q4 2014 and held it in 1 quarter.
SVB Wealth's Lincoln Electric position peaked at $276K in Q4 2014.
286 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2015.

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