SW
STJ

SVB Wealth’s St Jude Medical STJ Stock Holding History

SVB Wealth’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,964
Closed -$318K – 516
2016
Q4 		$318K Sell
3,964
-570
-13% -$45.2K 0.01% 405
2016
Q3 		$362K Sell
4,534
-200
-4% -$16.1K 0.01% 395
2016
Q2 		$369K Sell
4,734
-841
-15% -$60K 0.02% 395
2016
Q1 		$307K Sell
5,575
-485
-8% -$26.4K 0.01% 438
2015
Q4 		$374K Sell
6,060
-450
-7% -$28.4K 0.01% 425
2015
Q3 		$411K Buy
6,510
+182
+3% +$13K 0.02% 437
2015
Q2 		$462K Sell
6,328
-166
-3% -$12K 0.02% 450
2015
Q1 		$425K Sell
6,494
-50
-0.8% -$3.33K 0.01% 439
2014
Q4 		$426K Buy
+6,544
New +$421K 0.01% 429

Other funds holding STJ

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

SVB Wealth's STJ Position: Q1 2017 in Review

SVB Wealth sold out of St Jude Medical (STJ) in Q1 2017, closing a stake of 3,964 shares — an estimated $318K sold.

SVB Wealth first reported a position in STJ in Q4 2014 and held it in 9 quarters. The position peaked at $462K in Q2 2015. 4 funds tracked by Wall St. Rank hold STJ as of Q1 2017.

  • SVB Wealth reported no remaining St Jude Medical position as of Q1 2017 after selling out during the quarter.
  • SVB Wealth sold 3,964 St Jude Medical shares in Q1 2017, an estimated $318K.
  • SVB Wealth first reported a position in St Jude Medical in Q4 2014 and held it in 9 quarters.
  • SVB Wealth's St Jude Medical position peaked at $462K in Q2 2015.
  • 4 funds tracked by Wall St. Rank held St Jude Medical as of Q1 2017.

Based on SVB Wealth's 13F filing for Q1 2017, filed 11 May 2017.