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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return