SVB WEALTH LLC

Q1 2019 13F Holdings Report, Stock Holdings

Signature - Title
Elizabeth Klimuc - COMPLIANCE ASSOCIATE II
Location
Boston
Holdings as of
31 Mar 2019
Value $
$2.53B
Num holdings
395
Filing time
14 May 2019, 12:45:18 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, MSFT, BRKA, JPM, and AMZN.
Previous filing
Q4 2018 - 14 Feb 2019
Next filing
Q2 2019 - 10 Jul 2019
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2019 Q1 compared to 2018 Q4 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 II Palm Beach Gardens, Florida 14 May 2019

Other Included Managers (4):

Num Name Location File Number
10 PINNACLE ASSOCIATES LTD New York, NY 028-01669
11 BlackRock Investment Management, LLC Wilmington, DE 028-12016
12 NORTH AMERICAN MANAGEMENT CORP Boston, MA 028-02686
13 River Road Asset Management, LLC Louisville, KY 028-11487