Denver Investment Advisors’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-34,482
| Closed | -$4.1M | – | 552 |
|
2015
Q4 | $4.1M | Buy |
34,482
+690
| +2% | +$82K | 0.19% | 146 |
|
2015
Q3 | $3.9M | Buy |
33,792
+2,451
| +8% | +$283K | 0.17% | 148 |
|
2015
Q2 | $4.51M | Buy |
31,341
+968
| +3% | +$139K | 0.17% | 140 |
|
2015
Q1 | $3.86M | Buy |
30,373
+1,200
| +4% | +$152K | 0.13% | 182 |
|
2014
Q4 | $3.39M | Buy |
29,173
+100
| +0.3% | +$11.6K | 0.11% | 206 |
|
2014
Q3 | $3.26M | Sell |
29,073
-985
| -3% | -$110K | 0.11% | 207 |
|
2014
Q2 | $3.51M | Sell |
30,058
-69,367
| -70% | -$8.09M | 0.11% | 211 |
|
2014
Q1 | $12.8M | Sell |
99,425
-9,845
| -9% | -$1.27M | 0.38% | 82 |
|
2013
Q4 | $11.5K | Buy |
109,270
+1,250
| +1% | +$131 | 0.32% | 98 |
|
2013
Q3 | $9.33M | Sell |
108,020
-12,480
| -10% | -$1.08M | 0.2% | 151 |
|
2013
Q2 | $10M | Buy |
+120,500
| New | +$10M | 0.23% | 136 |
|