CAW
SIVB

Cornerstone Advisors (Washington)’s SVB Financial Group SIVB Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		– Sell
-88
Closed -$20K – 1534
2019
Q2 		$20K Sell
88
-1
-1% -$231 ﹤0.01% 634
2019
Q1 		$20K Buy
89
+23
+35% +$5.36K ﹤0.01% 606
2018
Q4 		$13K Buy
66
+22
+50% +$5.38K ﹤0.01% 592
2018
Q3 		$14K Hold
44
– – 0.01% 590
2018
Q2 		$13K Buy
+44
New +$12.9K 0.01% 575

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cornerstone Advisors (Washington)'s SIVB Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of SVB Financial Group (SIVB) in Q3 2019, closing a stake of 88 shares — an estimated $20K sold.

Cornerstone Advisors (Washington) first reported a position in SIVB in Q2 2018 and held it in 5 quarters. The position peaked at $20K in Q2 2019. 546 funds tracked by Wall St. Rank hold SIVB as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining SVB Financial Group position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 88 SVB Financial Group shares in Q3 2019, an estimated $20K.
  • Cornerstone Advisors (Washington) first reported a position in SVB Financial Group in Q2 2018 and held it in 5 quarters.
  • Cornerstone Advisors (Washington)'s SVB Financial Group position peaked at $20K in Q2 2019.
  • 546 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.