Cadence Capital Management’s SVB Financial Group SIVB Stock Holding History

Cadence Capital Management’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	–	Sell	-4,665	Closed	-$1.05M	–	483
2019 Q2	$1.05M	Sell	4,665 -30	-0.6%	-$6.94K	0.1%	271
2019 Q1	$1.04M	Sell	4,695 -7	-0.1%	-$1.63K	0.09%	277
2018 Q4	$893K	Sell	4,702 -766	-14%	-$187K	0.09%	290
2018 Q3	$1.7M	Sell	5,468 -324	-6%	-$102K	0.09%	304
2018 Q2	$1.67M	Sell	5,792 -2,093	-27%	-$615K	0.1%	280
2018 Q1	$1.89M	Sell	7,885 -71	-0.9%	-$17.8K	0.12%	207
2017 Q4	$1.86M	Sell	7,956 -3,797	-32%	-$809K	0.12%	214
2017 Q3	$2.2M	Sell	11,753 -100	-0.8%	-$17.6K	0.14%	165
2017 Q2	$2.08M	Buy	11,853 +16	+0.1%	+$2.87K	0.14%	166
2017 Q1	$2.2M	Sell	11,837 -294	-2%	-$53.5K	0.15%	155
2016 Q4	$2.08M	Buy	+12,131	New	+$1.74M	0.15%	170
2013 Q3	–	Sell	-23,960	Closed	-$2M	–	675
2013 Q2	$2M	Buy	+23,960	New	+$1.75M	0.09%	246

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cadence Capital Management's SIVB Position: Q3 2019 in Review

Cadence Capital Management sold out of SVB Financial Group (SIVB) in Q3 2019, closing a stake of 4,665 shares — an estimated $1.05M sold.

Cadence Capital Management first reported a position in SIVB in Q2 2013 and held it in 12 quarters. The position peaked at $2.2M in Q1 2017. 546 funds tracked by Wall St. Rank hold SIVB as of Q3 2019.

Cadence Capital Management reported no remaining SVB Financial Group position as of Q3 2019 after selling out during the quarter.
Cadence Capital Management sold 4,665 SVB Financial Group shares in Q3 2019, an estimated $1.05M.
Cadence Capital Management first reported a position in SVB Financial Group in Q2 2013 and held it in 12 quarters.
Cadence Capital Management's SVB Financial Group position peaked at $2.2M in Q1 2017.
546 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2019.

Based on Cadence Capital Management's 13F filing for Q3 2019, filed 29 Oct 2019.