Brinker Capital’s SVB Financial Group SIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-5,763
Closed -$1.66M 1039
2018
Q2
$1.66M Sell
5,763
-728
-11% -$210K 0.06% 325
2018
Q1
$1.56M Sell
6,491
-73
-1% -$17.5K 0.06% 323
2017
Q4
$1.53M Sell
6,564
-205
-3% -$47.9K 0.06% 305
2017
Q3
$1.27M Buy
+6,769
New +$1.27M 0.05% 352
2017
Q2
Sell
-6,154
Closed -$1.15M 957
2017
Q1
$1.15M Buy
+6,154
New +$1.15M 0.05% 329