Clear Perspective Advisors’s SVB Financial Group SIVB Stock Holding History

Clear Perspective 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 Q3	–	Sell	-440	Closed	-$127K	–	483
2018 Q2	$127K	Hold	440	–	–	0.09%	176
2018 Q1	$106K	Hold	440	–	–	0.08%	184
2017 Q4	$103K	Hold	440	–	–	0.08%	185
2017 Q3	$82K	Hold	440	–	–	0.07%	199
2017 Q2	$77K	Hold	440	–	–	0.06%	192
2017 Q1	$82K	Hold	440	–	–	0.05%	176
2016 Q4	$76K	Buy	+440	New	+$63.1K	0.05%	178

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Clear Perspective Advisors's SIVB Position: Q3 2018 in Review

Clear Perspective Advisors sold out of SVB Financial Group (SIVB) in Q3 2018, closing a stake of 440 shares — an estimated $127K sold.

Clear Perspective Advisors first reported a position in SIVB in Q4 2016 and held it in 7 quarters. The position peaked at $127K in Q2 2018. 614 funds tracked by Wall St. Rank hold SIVB as of Q3 2018.

Clear Perspective Advisors reported no remaining SVB Financial Group position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 440 SVB Financial Group shares in Q3 2018, an estimated $127K.
Clear Perspective Advisors first reported a position in SVB Financial Group in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's SVB Financial Group position peaked at $127K in Q2 2018.
614 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.