SW
PPS

SVB Wealth’s Post Properties PPS Stock Holding History

SVB Wealth’s Portfolio PPS Stock Details PPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-9,542
Closed -$631K – 528
2016
Q3 		$631K Buy
9,542
+975
+11% +$63K 0.03% 305
2016
Q2 		$523K Buy
8,567
+207
+2% +$12.2K 0.02% 340
2016
Q1 		$499K Buy
8,360
+784
+10% +$44.7K 0.02% 352
2015
Q4 		$448K Buy
+7,576
New +$449K 0.02% 389

Other funds holding PPS

YWP
YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return

SVB Wealth's PPS Position: Q4 2016 in Review

SVB Wealth sold out of Post Properties (PPS) in Q4 2016, closing a stake of 9,542 shares — an estimated $631K sold.

SVB Wealth first reported a position in PPS in Q4 2015 and held it in 4 quarters. The position peaked at $631K in Q3 2016. 1 fund tracked by Wall St. Rank holds PPS as of Q4 2016.

  • SVB Wealth reported no remaining Post Properties position as of Q4 2016 after selling out during the quarter.
  • SVB Wealth sold 9,542 Post Properties shares in Q4 2016, an estimated $631K.
  • SVB Wealth first reported a position in Post Properties in Q4 2015 and held it in 4 quarters.
  • SVB Wealth's Post Properties position peaked at $631K in Q3 2016.
  • 1 fund tracked by Wall St. Rank held Post Properties as of Q4 2016.

Based on SVB Wealth's 13F filing for Q4 2016, filed 15 Feb 2017.