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Institutional Investment Manager
SVB WEALTH LLC
SVB WEALTH LLC (CIK: 0001626116) incorporated in Massachusetts, located at 53 State Street, Boston, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Original 13F HR (0001626116-16-000014) filed in 2016.08.01
#
Name
Shares
Value ($)
%
Options
Notes
201 DISNEY WALT CO 265 26 0.00%
202 DOLLAR GEN CORP NEW 4,373 411 0.02%
203 DOLLAR TREE INC 18,729 1,765 0.07%
204 DOMINION ENERGY INC 500 39 0.00%
205 DOMINION ENERGY INC 81,257 6,332 0.26%
206 DONALDSON INC 13,113 451 0.02%
207 DOVER CORP 17,169 1,190 0.05%
208 DOW CHEM CO 97,170 4,830 0.20%
209 DR PEPPER SNAPPLE GROUP INC 2,093 202 0.01%
210 DTE ENERGY CO 4,323 428 0.02%
211 DU PONT E I DE NEMOURS & CO 625 41 0.00%
212 DU PONT E I DE NEMOURS & CO 78,231 5,069 0.21%
213 DU PONT E I DE NEMOURS & CO 1,950 126 0.01%
214 DUKE ENERGY CORP NEW 29,119 2,498 0.10%
215 DUKE ENERGY CORP NEW 4,400 377 0.02%
216 DUNKIN BRANDS GROUP INC COM 5,720 250 0.01%
217 DUPONT FABROS TECHNOLOGY INC 17,888 850 0.03%
218 Delek US Holdings 16,315 216 0.01%
219 Deutsche Post AG Spon ADR 12,891 361 0.01%
220 Dyadic International 100,000 159 0.01%
221 EASTMAN CHEM CO 7,308 496 0.02%
222 EATON CORPORATION PLC 40,590 2,424 0.10%
223 EATON VANCE CORP 59,554 2,105 0.09%
224 EBAY INC 31,040 727 0.03%
225 ECOLAB INC 808 96 0.00%
226 ECOLAB INC 134,309 15,929 0.65%
227 EMERSON ELEC CO 65,516 3,417 0.14%
228 ENBRIDGE INC 84,466 3,578 0.15%
229 ENBRIDGE INC 2,155 91 0.00%
230 ENERGIZER HLDGS INC NEW COM 9,144 471 0.02%
231 ENTERPRISE PRODS PARTNERS L 196,219 5,741 0.23%
232 EOG RES INC 87,652 7,312 0.30%
233 EPR PPTYS 32,028 2,584 0.11%
234 EQT Corp 143,152 11,084 0.45%
235 ESSEX PPTY TR INC 100,063 22,823 0.93%
236 ETSY INC COM 24,544 235 0.01%
237 EVENT VALUE FUND LP 50,000 71 0.00%
238 EVERSOURCE ENERGY 3,413 204 0.01%
239 EXPRESS SCRIPTS HOLDING COMPAN 130,897 9,922 0.40%
240 EXXON MOBIL CORP 675 63 0.00%
241 EXXON MOBIL CORP 464,062 43,501 1.77%
242 EXXON MOBIL CORP 8,192 768 0.03%
243 Edgewell Personal Care Co 9,389 793 0.03%
244 Endurance Specialty Holdings L 7,711 518 0.02%
245 Energy Transfer Partners, L.P. 7,315 278 0.01%
246 Equinix 1,395 541 0.02%
247 Evercore Partners Inc Class A 12,485 552 0.02%
248 FACEBOOK INC 100 11 0.00%
249 FACEBOOK INC 180,493 20,627 0.84%
250 FEDEX CORP 113,989 17,301 0.71%
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