Fortis Advisors’s SVB Financial Group SIVB Stock Holding History

Fortis 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 Q4	–	Sell	-215	Closed	-$67K	–	352
2018 Q3	$67K	Hold	215	–	–	0.04%	184
2018 Q2	$62K	Hold	215	–	–	0.04%	188
2018 Q1	$52K	Hold	215	–	–	0.03%	177
2017 Q4	$50K	Buy	+215	New	+$45.8K	0.03%	183

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

Fortis Advisors's SIVB Position: Q4 2018 in Review

Fortis Advisors sold out of SVB Financial Group (SIVB) in Q4 2018, closing a stake of 215 shares — an estimated $67K sold.

Fortis Advisors first reported a position in SIVB in Q4 2017 and held it in 4 quarters. The position peaked at $67K in Q3 2018. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

Fortis Advisors reported no remaining SVB Financial Group position as of Q4 2018 after selling out during the quarter.
Fortis Advisors sold 215 SVB Financial Group shares in Q4 2018, an estimated $67K.
Fortis Advisors first reported a position in SVB Financial Group in Q4 2017 and held it in 4 quarters.
Fortis Advisors's SVB Financial Group position peaked at $67K in Q3 2018.
573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on Fortis Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.