AR
SIVB
Advisory Research’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,490
| Closed | -$463K | – | 415 |
|
|
2018
Q3 | $463K | Sell |
1,490
-634
| -30% | -$197K | 0.01% | 308 |
|
|
2018
Q2 | $613K | Buy |
2,124
+176
| +9% | +$50.8K | 0.01% | 301 |
|
|
2018
Q1 | $468K | Sell |
1,948
-1,008
| -34% | -$242K | 0.01% | 313 |
|
|
2017
Q4 | $691K | Sell |
2,956
-3,360
| -53% | -$785K | 0.01% | 299 |
|
|
2017
Q3 | $1.18M | Buy |
6,316
+1,357
| +27% | +$254K | 0.02% | 282 |
|
|
2017
Q2 | $872K | Sell |
4,959
-2,733
| -36% | -$481K | 0.01% | 325 |
|
|
2017
Q1 | $1.43M | Buy |
7,692
+1,447
| +23% | +$269K | 0.02% | 290 |
|
|
2016
Q4 | $1.07M | Buy |
+6,245
| New | +$1.07M | 0.02% | 270 |
|