Advisory Research’s SVB Financial Group SIVB Stock Holding History

Advisory Research’s Portfolio SIVB Stock Details SIVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,490	Closed	-$463K	–	415
2018 Q3	$463K	Sell	1,490 -634	-30%	-$200K	0.01%	308
2018 Q2	$613K	Buy	2,124 +176	+9%	+$51.7K	0.01%	301
2018 Q1	$468K	Sell	1,948 -1,008	-34%	-$253K	0.01%	313
2017 Q4	$691K	Sell	2,956 -3,360	-53%	-$716K	0.01%	299
2017 Q3	$1.18M	Buy	6,316 +1,357	+27%	+$239K	0.02%	282
2017 Q2	$872K	Sell	4,959 -2,733	-36%	-$490K	0.01%	327
2017 Q1	$1.43M	Buy	7,692 +1,447	+23%	+$263K	0.02%	291
2016 Q4	$1.07M	Buy	+6,245	New	+$895K	0.02%	270

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisory Research's SIVB Position: Q4 2018 in Review

Advisory Research sold out of SVB Financial Group (SIVB) in Q4 2018, closing a stake of 1,490 shares — an estimated $463K sold.

Advisory Research first reported a position in SIVB in Q4 2016 and held it in 8 quarters. The position peaked at $1.43M in Q1 2017. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

Advisory Research reported no remaining SVB Financial Group position as of Q4 2018 after selling out during the quarter.
Advisory Research sold 1,490 SVB Financial Group shares in Q4 2018, an estimated $463K.
Advisory Research first reported a position in SVB Financial Group in Q4 2016 and held it in 8 quarters.
Advisory Research's SVB Financial Group position peaked at $1.43M in Q1 2017.
573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on Advisory Research's 13F filing for Q4 2018, filed 13 Feb 2019.