SW
LTRE

SVB Wealth’s LEARNING TREE INTL INC LTRE Stock Holding History

SVB Wealth’s Portfolio LTRE Stock Details LTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-13,789
Closed -$5K – 421
2018
Q4 		$5K Hold
13,789
– – ﹤0.01% 397
2018
Q3 		$17K Buy
+13,789
New +$17K ﹤0.01% 437

Other funds holding LTRE

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return

SVB Wealth's LTRE Position: Q1 2019 in Review

SVB Wealth sold out of LEARNING TREE INTL INC (LTRE) in Q1 2019, closing a stake of 13,789 shares — an estimated $5K sold.

SVB Wealth first reported a position in LTRE in Q3 2018 and held it in 2 quarters. The position peaked at $17K in Q3 2018. 3 funds tracked by Wall St. Rank hold LTRE as of Q1 2019.

  • SVB Wealth reported no remaining LEARNING TREE INTL INC position as of Q1 2019 after selling out during the quarter.
  • SVB Wealth sold 13,789 LEARNING TREE INTL INC shares in Q1 2019, an estimated $5K.
  • SVB Wealth first reported a position in LEARNING TREE INTL INC in Q3 2018 and held it in 2 quarters.
  • SVB Wealth's LEARNING TREE INTL INC position peaked at $17K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held LEARNING TREE INTL INC as of Q1 2019.

Based on SVB Wealth's 13F filing for Q1 2019, filed 14 May 2019.