CA
SIVB

Calton & Associates’s SVB Financial Group SIVB Stock Holding History

Calton & Associates’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
-44
Closed -$11K – 1528
2017
Q4 		$11K Buy
+44
New +$9.38K ﹤0.01% 1055

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Calton & Associates's SIVB Position: Q1 2018 in Review

Calton & Associates sold out of SVB Financial Group (SIVB) in Q1 2018, closing a stake of 44 shares — an estimated $11K sold.

Calton & Associates first reported a position in SIVB in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 530 funds tracked by Wall St. Rank hold SIVB as of Q1 2018.

  • Calton & Associates reported no remaining SVB Financial Group position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 44 SVB Financial Group shares in Q1 2018, an estimated $11K.
  • Calton & Associates first reported a position in SVB Financial Group in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's SVB Financial Group position peaked at $11K in Q4 2017.
  • 530 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.