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

Dynamic Capital 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
2018 Q4	–	Sell	-1,000	Closed	-$311K	–	136
2018 Q3	$311K	Sell	1,000 -470	-32%	-$148K	0.42%	68
2018 Q2	$424K	Buy	1,470 +270	+23%	+$79.3K	0.68%	41
2018 Q1	$288K	Buy	1,200 +100	+9%	+$25.1K	0.72%	53
2017 Q4	$257K	Buy	+1,100	New	+$234K	0.09%	203
2016 Q3	–	Sell	-16,427	Closed	-$1.56M	–	512
2016 Q2	$1.56M	Buy	+16,427	New	+$1.68M	0.18%	197
2015 Q4	–	Sell	-5,286	Closed	-$611K	–	506
2015 Q3	$611K	Buy	+5,286	New	+$708K	0.17%	215
2014 Q3	–	Sell	-3,250	Closed	-$379K	–	522
2014 Q2	$379K	Buy	+3,250	New	+$362K	0.11%	293

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dynamic Capital Management's SIVB Position: Q4 2018 in Review

Dynamic Capital Management sold out of SVB Financial Group (SIVB) in Q4 2018, closing a stake of 1,000 shares — an estimated $311K sold.

Dynamic Capital Management first reported a position in SIVB in Q2 2014 and held it in 7 quarters. The position peaked at $1.56M in Q2 2016. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

Dynamic Capital Management reported no remaining SVB Financial Group position as of Q4 2018 after selling out during the quarter.
Dynamic Capital Management sold 1,000 SVB Financial Group shares in Q4 2018, an estimated $311K.
Dynamic Capital Management first reported a position in SVB Financial Group in Q2 2014 and held it in 7 quarters.
Dynamic Capital Management's SVB Financial Group position peaked at $1.56M in Q2 2016.
573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on Dynamic Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.