SVB WEALTH LLC

Q4 2017 13F Holdings Report, Stock Holdings

Signature - Title
Elizabeth Klimuc - COMPLIANCE ASSOCIATE
Location
Boston
Holdings as of
31 Dec 2017
Value $
$2.66B
Num holdings
476
Filing time
13 Feb 2018, 08:52:26 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, MSFT, JPM, HD, and V.
Previous filing
Q3 2017 - 13 Nov 2017
Next filing
Q1 2018 - 11 May 2018
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2017 Q4 compared to 2017 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
ELIZABETH KLIMUC COMPLIANCE ASSOCIATE Palm Beach Gardens, Florida 13 Feb 2018

Other Included Managers (1):

Num Name Location File Number
10 PINNACLE ASSOCIATES LTD New York, NY 028-01669