Archford Capital Strategies’s SVB Financial Group SIVB Stock Holding History

Archford Capital Strategies’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 Q3	–	Sell	-20	Closed	-$6K	–	719
2018 Q2	$6K	Sell	20 -9	-31%	-$2.64K	﹤0.01%	458
2018 Q1	$7K	Buy	+29	New	+$7.28K	﹤0.01%	359
2017 Q2	–	Sell	-29	Closed	-$5K	–	731
2017 Q1	$5K	Hold	29	–	–	﹤0.01%	482
2016 Q4	$4K	Hold	29	–	–	﹤0.01%	448
2016 Q3	$3K	Sell	29 -29	-50%	-$3.02K	﹤0.01%	508
2016 Q2	$6K	Buy	+58	New	+$5.93K	﹤0.01%	480
2016 Q1	–	Sell	-40	Closed	-$6K	–	754
2015 Q4	$6K	Hold	40	–	–	﹤0.01%	564
2015 Q3	$4K	Buy	40 +20	+100%	+$2.68K	﹤0.01%	511
2015 Q2	$3K	Sell	20 -6	-23%	-$811	﹤0.01%	464
2015 Q1	$3.3K	Hold	26	–	–	﹤0.01%	432
2014 Q4	$3K	Sell	26 -9	-26%	-$982	﹤0.01%	492
2014 Q3	$4K	Sell	35 -71	-67%	-$7.88K	﹤0.01%	425
2014 Q2	$12.4K	Buy	106 +35	+49%	+$3.9K	0.01%	371
2014 Q1	$9.14K	Buy	+71	New	+$8.3K	0.01%	437

Other funds holding SIVB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Archford Capital Strategies's SIVB Position: Q3 2018 in Review

Archford Capital Strategies sold out of SVB Financial Group (SIVB) in Q3 2018, closing a stake of 20 shares — an estimated $6K sold.

Archford Capital Strategies first reported a position in SIVB in Q1 2014 and held it in 14 quarters. The position peaked at $12.4K in Q2 2014. 614 funds tracked by Wall St. Rank hold SIVB as of Q3 2018.

Archford Capital Strategies reported no remaining SVB Financial Group position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 20 SVB Financial Group shares in Q3 2018, an estimated $6K.
Archford Capital Strategies first reported a position in SVB Financial Group in Q1 2014 and held it in 14 quarters.
Archford Capital Strategies's SVB Financial Group position peaked at $12.4K in Q2 2014.
614 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.