Bank of Stockton’s SVB Financial Group SIVB Stock Holding History

Bank of Stockton’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 Q1	–	Sell	-1,385	Closed	-$323K	–	121
2017 Q4	$323K	Buy	+1,385	New	+$295K	0.13%	94

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Bank of Stockton's SIVB Position: Q1 2018 in Review

Bank of Stockton sold out of SVB Financial Group (SIVB) in Q1 2018, closing a stake of 1,385 shares — an estimated $323K sold.

Bank of Stockton first reported a position in SIVB in Q4 2017 and held it in 1 quarter. The position peaked at $323K in Q4 2017. 530 funds tracked by Wall St. Rank hold SIVB as of Q1 2018.

Bank of Stockton reported no remaining SVB Financial Group position as of Q1 2018 after selling out during the quarter.
Bank of Stockton sold 1,385 SVB Financial Group shares in Q1 2018, an estimated $323K.
Bank of Stockton first reported a position in SVB Financial Group in Q4 2017 and held it in 1 quarter.
Bank of Stockton's SVB Financial Group position peaked at $323K in Q4 2017.
530 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2018.

Based on Bank of Stockton's 13F filing for Q1 2018, filed 27 Apr 2018.