CCA
SIVB

Clearwater Capital Advisors’s SVB Financial Group SIVB Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-120
Closed -$29K – 612
2018
Q1 		$29K Buy
+120
New +$30.1K 0.01% 348

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Clearwater Capital Advisors's SIVB Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of SVB Financial Group (SIVB) in Q2 2018, closing a stake of 120 shares — an estimated $29K sold.

Clearwater Capital Advisors first reported a position in SIVB in Q1 2018 and held it in 1 quarter. The position peaked at $29K in Q1 2018. 602 funds tracked by Wall St. Rank hold SIVB as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining SVB Financial Group position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 120 SVB Financial Group shares in Q2 2018, an estimated $29K.
  • Clearwater Capital Advisors first reported a position in SVB Financial Group in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's SVB Financial Group position peaked at $29K in Q1 2018.
  • 602 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.