BA
SIVB

Boston Advisors’s SVB Financial Group SIVB Stock Holding History

Boston Advisors’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
2019
Q3 		$714K Sell
3,415
-760
-18% -$159K 0.04% 420
2019
Q2 		$938K Sell
4,175
-793
-16% -$183K 0.05% 375
2019
Q1 		$1.1M Sell
4,968
-325
-6% -$75.7K 0.06% 325
2018
Q4 		$1M Sell
5,293
-1,411
-21% -$345K 0.06% 309
2018
Q3 		$2.08M Sell
6,704
-1,255
-16% -$396K 0.09% 276
2018
Q2 		$2.3M Sell
7,959
-406
-5% -$119K 0.06% 264
2018
Q1 		$2.01M Sell
8,365
-300
-3% -$75.3K 0.05% 279
2017
Q4 		$2.03M Sell
8,665
-120
-1% -$25.6K 0.04% 279
2017
Q3 		$1.64M Sell
8,785
-540
-6% -$95K 0.04% 305
2017
Q2 		$1.64M Sell
9,325
-350
-4% -$62.7K 0.04% 322
2017
Q1 		$1.8M Sell
9,675
-960
-9% -$175K 0.04% 292
2016
Q4 		$1.83M Sell
10,635
-150
-1% -$21.5K 0.04% 298
2016
Q3 		$1.19M Sell
10,785
-550
-5% -$57.3K 0.03% 334
2016
Q2 		$1.08M Sell
11,335
-175
-2% -$17.9K 0.03% 339
2016
Q1 		$1.18M Sell
11,510
-1,240
-10% -$120K 0.03% 308
2015
Q4 		$1.52M Buy
12,750
+1,200
+10% +$149K 0.04% 282
2015
Q3 		$1.33M Buy
11,550
+2,275
+25% +$305K 0.05% 331
2015
Q2 		$1.33M Sell
9,275
-525
-5% -$71K 0.06% 257
2015
Q1 		$1.25M Sell
9,800
-50
-0.5% -$5.97K 0.05% 264
2014
Q4 		$1.14M Sell
9,850
-525
-5% -$57.3K 0.05% 249
2014
Q3 		$1.16M Hold
10,375
– – 0.05% 264
2014
Q2 		$1.21M Sell
10,375
-150
-1% -$16.7K 0.05% 260
2014
Q1 		$1.35M Hold
10,525
– – 0.06% 242
2013
Q4 		$1.1M Hold
10,525
– – 0.05% 257
2013
Q3 		$909K Sell
10,525
-825
-7% -$71.3K 0.05% 265
2013
Q2 		$946K Buy
+11,350
New +$830K 0.05% 245

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Boston Advisors's SIVB Position: Q3 2019 in Review

Boston Advisors reduced its SVB Financial Group (SIVB) stake by 18% in Q3 2019, selling an estimated $159K and leaving 3,415 shares worth $714K. The position accounts for 0.04% of the portfolio, ranked #420.

Boston Advisors first reported a position in SIVB in Q2 2013 and has held it in 26 quarters since. The position peaked at $2.3M in Q2 2018. 546 funds tracked by Wall St. Rank hold SIVB as of Q3 2019.

  • Boston Advisors held 3,415 shares of SVB Financial Group worth $714K as of Q3 2019.
  • Boston Advisors sold 760 SVB Financial Group shares in Q3 2019, an estimated $159K.
  • SVB Financial Group made up 0.04% of Boston Advisors's portfolio in Q3 2019, its #420 holding.
  • Boston Advisors first reported a position in SVB Financial Group in Q2 2013 and has held it in 26 quarters since.
  • Boston Advisors's SVB Financial Group position peaked at $2.3M in Q2 2018.
  • 546 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.