CPP
SIVB

Crow Point Partners’s SVB Financial Group SIVB Stock Holding History

Crow Point Partners’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
Q4 		– Sell
-1,171
Closed -$364K – 177
2018
Q3 		$364K Buy
+1,171
New +$369K 0.06% 99
2017
Q2 		– Sell
-300
Closed -$56K – 302
2017
Q1 		$56K Buy
+300
New +$54.6K 0.01% 228

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Crow Point Partners's SIVB Position: Q4 2018 in Review

Crow Point Partners sold out of SVB Financial Group (SIVB) in Q4 2018, closing a stake of 1,171 shares — an estimated $364K sold.

Crow Point Partners first reported a position in SIVB in Q1 2017 and held it in 2 quarters. The position peaked at $364K in Q3 2018. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

  • Crow Point Partners reported no remaining SVB Financial Group position as of Q4 2018 after selling out during the quarter.
  • Crow Point Partners sold 1,171 SVB Financial Group shares in Q4 2018, an estimated $364K.
  • Crow Point Partners first reported a position in SVB Financial Group in Q1 2017 and held it in 2 quarters.
  • Crow Point Partners's SVB Financial Group position peaked at $364K in Q3 2018.
  • 573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on Crow Point Partners's 13F filing for Q4 2018, filed 14 Feb 2019.