Capital Fund Management (CFM)
SIVB

Capital Fund Management (CFM)’s SVB Financial Group SIVB Stock Holding History

Capital Fund Management (CFM)’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
2020
Q1 		– Sell
-922
Closed -$231K – 2201
2019
Q4 		$231K Buy
+922
New +$210K ﹤0.01% 1706
2019
Q1 		– Sell
-49,043
Closed -$11.4M – 2270
2018
Q4 		$9.31M Buy
49,043
+42,253
+622% +$10.3M 0.08% 334
2018
Q3 		$2.11M Sell
6,790
-6,282
-48% -$1.98M 0.01% 1091
2018
Q2 		$3.77M Buy
+13,072
New +$3.84M 0.02% 847
2018
Q1 		– Sell
-5,529
Closed -$1.39M – 2349
2017
Q4 		$1.29M Sell
5,529
-76,741
-93% -$16.4M 0.01% 1123
2017
Q3 		$15.4M Buy
82,270
+59,200
+257% +$10.4M 0.11% 231
2017
Q2 		$4.05M Buy
+23,070
New +$4.13M 0.03% 530
2016
Q4 		– Sell
-3,265
Closed -$361K – 1990
2016
Q3 		$361K Buy
+3,265
New +$340K ﹤0.01% 1323
2016
Q1 		– Sell
-29,131
Closed -$2.82M – 2071
2015
Q4 		$3.46M Buy
+29,131
New +$3.61M 0.04% 538
2014
Q3 		– Sell
-3,561
Closed -$415K – 2067
2014
Q2 		$415K Buy
+3,561
New +$397K ﹤0.01% 1292

Other funds holding SIVB

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Capital Fund Management (CFM)'s SIVB Position: Q1 2020 in Review

Capital Fund Management (CFM) sold out of SVB Financial Group (SIVB) in Q1 2020, closing a stake of 922 shares — an estimated $231K sold.

Capital Fund Management (CFM) first reported a position in SIVB in Q2 2014 and held it in 10 quarters. The position peaked at $15.4M in Q3 2017. 474 funds tracked by Wall St. Rank hold SIVB as of Q1 2020.

  • Capital Fund Management (CFM) reported no remaining SVB Financial Group position as of Q1 2020 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 922 SVB Financial Group shares in Q1 2020, an estimated $231K.
  • Capital Fund Management (CFM) first reported a position in SVB Financial Group in Q2 2014 and held it in 10 quarters.
  • Capital Fund Management (CFM)'s SVB Financial Group position peaked at $15.4M in Q3 2017.
  • 474 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2020.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2020, filed 13 May 2020.