CCM
SIVB

CrestPoint Capital Management’s SVB Financial Group SIVB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-12,700
Closed -$1.21M 249
2016
Q2
$1.21M Sell
12,700
-1,700
-12% -$162K 0.64% 49
2016
Q1
$1.47M Buy
14,400
+12,700
+747% +$1.3M 0.8% 37
2015
Q4
$202K Buy
+1,700
New +$202K 0.11% 188