SVB Wealth LLC lowered its stake in shares of Chubb Limited (NYSE:CB – Free Report) by 8.8% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 11,386 shares of the financial services provider’s stock after selling 1,105 shares during the period. SVB Wealth LLC’s holdings in Chubb were […]
SVB Wealth LLC trimmed its holdings in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 46.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 6,673 shares of the exchange traded fund’s stock after selling 5,831 shares during the quarter. […]
SVB Wealth LLC trimmed its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 7.9% during the 4th quarter, Holdings Channel reports. The institutional investor owned 23,956 shares of the company’s stock after selling 2,068 shares during the period. SVB Wealth LLC’s holdings in iShares MSCI KLD 400 Social […]
SVB Wealth LLC boosted its holdings in ConocoPhillips (NYSE:COP – Free Report) by 16.5% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 24,464 shares of the energy producer’s stock after buying an additional 3,466 shares during the quarter. SVB Wealth LLC’s holdings in […]
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