CT
SIVB

Coastline Trust’s SVB Financial Group SIVB Stock Holding History

Coastline Trust’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
2019
Q4 		– Sell
-1,350
Closed -$282K – 330
2019
Q3 		$282K Hold
1,350
– – 0.04% 288
2019
Q2 		$303K Hold
1,350
– – 0.04% 284
2019
Q1 		$300K Hold
1,350
– – 0.04% 278
2018
Q4 		$256K Hold
1,350
– – 0.04% 274
2018
Q3 		$420K Hold
1,350
– – 0.06% 266
2018
Q2 		$390K Hold
1,350
– – 0.06% 272
2018
Q1 		$324K Hold
1,350
– – 0.05% 280
2017
Q4 		$316K Buy
+1,350
New +$288K 0.05% 275

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Coastline Trust's SIVB Position: Q4 2019 in Review

Coastline Trust sold out of SVB Financial Group (SIVB) in Q4 2019, closing a stake of 1,350 shares — an estimated $282K sold.

Coastline Trust first reported a position in SIVB in Q4 2017 and held it in 8 quarters. The position peaked at $420K in Q3 2018. 560 funds tracked by Wall St. Rank hold SIVB as of Q4 2019.

  • Coastline Trust reported no remaining SVB Financial Group position as of Q4 2019 after selling out during the quarter.
  • Coastline Trust sold 1,350 SVB Financial Group shares in Q4 2019, an estimated $282K.
  • Coastline Trust first reported a position in SVB Financial Group in Q4 2017 and held it in 8 quarters.
  • Coastline Trust's SVB Financial Group position peaked at $420K in Q3 2018.
  • 560 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2019.

Based on Coastline Trust's 13F filing for Q4 2019, filed 15 Jan 2020.