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