Clarfeld Financial Advisors’s SVB Financial Group SIVB Stock Holding History

Clarfeld Financial Advisors’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 Q4	$2K	Buy	+9	New	+$2.2K	﹤0.01%	478

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clarfeld Financial Advisors's SIVB Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in SVB Financial Group (SIVB) in Q4 2018: 9 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings.

573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

Clarfeld Financial Advisors held 9 shares of SVB Financial Group worth $2K as of Q4 2018.
SVB Financial Group was a new Clarfeld Financial Advisors position in Q4 2018.
SVB Financial Group made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #478 holding.
573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.