DAM
SIVB

Delta Asset Management’s SVB Financial Group SIVB Stock Holding History

Delta Asset Management’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
Q1 		– Sell
-75
Closed -$14K – 665
2018
Q4 		$14K Sell
75
-25
-25% -$6.11K ﹤0.01% 381
2018
Q3 		$31K Hold
100
– – ﹤0.01% 304
2018
Q2 		$29K Buy
+100
New +$29.4K ﹤0.01% 307

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Delta Asset Management's SIVB Position: Q1 2019 in Review

Delta Asset Management sold out of SVB Financial Group (SIVB) in Q1 2019, closing a stake of 75 shares — an estimated $14K sold.

Delta Asset Management first reported a position in SIVB in Q2 2018 and held it in 3 quarters. The position peaked at $31K in Q3 2018. 573 funds tracked by Wall St. Rank hold SIVB as of Q1 2019.

  • Delta Asset Management reported no remaining SVB Financial Group position as of Q1 2019 after selling out during the quarter.
  • Delta Asset Management sold 75 SVB Financial Group shares in Q1 2019, an estimated $14K.
  • Delta Asset Management first reported a position in SVB Financial Group in Q2 2018 and held it in 3 quarters.
  • Delta Asset Management's SVB Financial Group position peaked at $31K in Q3 2018.
  • 573 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2019.

Based on Delta Asset Management's 13F filing for Q1 2019, filed 30 Apr 2019.