SW
YHOO

SVB Wealth’s Yahoo Inc YHOO Stock Holding History

SVB Wealth’s Portfolio YHOO Stock Details YHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-8,493
Closed -$394K – 507
2017
Q1 		$394K Buy
8,493
+80
+1% +$3.57K 0.02% 381
2016
Q4 		$325K Hold
8,413
– – 0.01% 402
2016
Q3 		$363K Sell
8,413
-214
-2% -$8.78K 0.01% 392
2016
Q2 		$324K Buy
8,627
+14
+0.2% +$517 0.01% 420
2016
Q1 		$317K Sell
8,613
-2,882
-25% -$90.3K 0.01% 435
2015
Q4 		$382K Sell
11,495
-85
-0.7% -$2.84K 0.02% 421
2015
Q3 		$335K Sell
11,580
-808
-7% -$28K 0.01% 462
2015
Q2 		$487K Buy
12,388
+3,088
+33% +$133K 0.02% 443
2015
Q1 		$413K Hold
9,300
– – 0.01% 441
2014
Q4 		$470K Buy
+9,300
New +$438K 0.02% 414

Other funds holding YHOO

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $16.9B AUM 36.16% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
FCA
Florence Capital Advisors New York $105M AUM
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return

SVB Wealth's YHOO Position: Q2 2017 in Review

SVB Wealth sold out of Yahoo Inc (YHOO) in Q2 2017, closing a stake of 8,493 shares — an estimated $394K sold.

SVB Wealth first reported a position in YHOO in Q4 2014 and held it in 10 quarters. The position peaked at $487K in Q2 2015. 8 funds tracked by Wall St. Rank hold YHOO as of Q2 2017.

  • SVB Wealth reported no remaining Yahoo Inc position as of Q2 2017 after selling out during the quarter.
  • SVB Wealth sold 8,493 Yahoo Inc shares in Q2 2017, an estimated $394K.
  • SVB Wealth first reported a position in Yahoo Inc in Q4 2014 and held it in 10 quarters.
  • SVB Wealth's Yahoo Inc position peaked at $487K in Q2 2015.
  • 8 funds tracked by Wall St. Rank held Yahoo Inc as of Q2 2017.

Based on SVB Wealth's 13F filing for Q2 2017, filed 4 Aug 2017.