SW
TELOZ

SVB Wealth’s TEL OFFSHORE TRUST UBI TELOZ Stock Holding History

SVB Wealth’s Portfolio TELOZ Stock Details TELOZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-27,279
Closed -$9K – 601
2015
Q1 		$9K Sell
27,279
-39,023
-59% -$12.9K ﹤0.01% 553
2014
Q4 		$8K Buy
+66,302
New +$8K ﹤0.01% 539

Other funds holding TELOZ

OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return