Edge Advisors’s SVB Financial Group SIVB Stock Holding History

Edge Advisors’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 Q2	$75K	Hold	260	–	–	0.01%	453
2018 Q1	$62K	Buy	+260	New	+$65.3K	0.01%	492

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

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

Edge Advisors's SIVB Position: Q2 2018 in Review

Edge Advisors held its SVB Financial Group (SIVB) position steady in Q2 2018 at 260 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #453.

Edge Advisors first reported a position in SIVB in Q1 2018 and has held it in 2 quarters since. 602 funds tracked by Wall St. Rank hold SIVB as of Q2 2018.

Edge Advisors held 260 shares of SVB Financial Group worth $75K as of Q2 2018.
Edge Advisors left its SVB Financial Group share count unchanged in Q2 2018.
SVB Financial Group made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #453 holding.
Edge Advisors first reported a position in SVB Financial Group in Q1 2018 and has held it in 2 quarters since.
602 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.