DBT
SIVB

Dubuque Bank & Trust’s SVB Financial Group SIVB Stock Holding History

Dubuque Bank & Trust’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
Q2 		– Sell
-13
Closed -$3K – 691
2019
Q1 		$3K Buy
+13
New +$3.03K ﹤0.01% 642
2016
Q1 		– Sell
-260
Closed -$31K – 755
2015
Q4 		$31K Buy
260
+13
+5% +$1.61K 0.01% 342
2015
Q3 		$29K Buy
+247
New +$33.1K 0.01% 327

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Dubuque Bank & Trust's SIVB Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of SVB Financial Group (SIVB) in Q2 2019, closing a stake of 13 shares — an estimated $3K sold.

Dubuque Bank & Trust first reported a position in SIVB in Q3 2015 and held it in 3 quarters. The position peaked at $31K in Q4 2015. 547 funds tracked by Wall St. Rank hold SIVB as of Q2 2019.

  • Dubuque Bank & Trust reported no remaining SVB Financial Group position as of Q2 2019 after selling out during the quarter.
  • Dubuque Bank & Trust sold 13 SVB Financial Group shares in Q2 2019, an estimated $3K.
  • Dubuque Bank & Trust first reported a position in SVB Financial Group in Q3 2015 and held it in 3 quarters.
  • Dubuque Bank & Trust's SVB Financial Group position peaked at $31K in Q4 2015.
  • 547 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.