EWM
SIVB

Evercore Wealth Management’s SVB Financial Group SIVB Stock Holding History

Evercore Wealth 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
-1,924
Closed -$598K – 433
2018
Q3 		$598K Buy
+1,924
New +$607K 0.02% 257
2016
Q1 		– Sell
-31
Closed -$4K – 1060
2015
Q4 		$4K Buy
+31
New +$3.85K ﹤0.01% 956

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evercore Wealth Management's SIVB Position: Q4 2018 in Review

Evercore Wealth Management sold out of SVB Financial Group (SIVB) in Q4 2018, closing a stake of 1,924 shares — an estimated $598K sold.

Evercore Wealth Management first reported a position in SIVB in Q4 2015 and held it in 2 quarters. The position peaked at $598K in Q3 2018. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

  • Evercore Wealth Management reported no remaining SVB Financial Group position as of Q4 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 1,924 SVB Financial Group shares in Q4 2018, an estimated $598K.
  • Evercore Wealth Management first reported a position in SVB Financial Group in Q4 2015 and held it in 2 quarters.
  • Evercore Wealth Management's SVB Financial Group position peaked at $598K in Q3 2018.
  • 573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

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