CWM
SIVB

Catamount Wealth Management’s SVB Financial Group SIVB Stock Holding History

Catamount Wealth 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
2018
Q3 		– Sell
-100
Closed -$31.6K – 194
2018
Q2 		$32K Buy
+100
New +$29.4K 0.02% 95

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Catamount Wealth Management's SIVB Position: Q3 2018 in Review

Catamount Wealth Management sold out of SVB Financial Group (SIVB) in Q3 2018, closing a stake of 100 shares — an estimated $31.6K sold.

Catamount Wealth Management first reported a position in SIVB in Q2 2018 and held it in 1 quarter. The position peaked at $32K in Q2 2018. 614 funds tracked by Wall St. Rank hold SIVB as of Q3 2018.

  • Catamount Wealth Management reported no remaining SVB Financial Group position as of Q3 2018 after selling out during the quarter.
  • Catamount Wealth Management sold 100 SVB Financial Group shares in Q3 2018, an estimated $31.6K.
  • Catamount Wealth Management first reported a position in SVB Financial Group in Q2 2018 and held it in 1 quarter.
  • Catamount Wealth Management's SVB Financial Group position peaked at $32K in Q2 2018.
  • 614 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2018.

Based on Catamount Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.