FIM
SIVB

Freedom Investment Management’s SVB Financial Group SIVB Stock Holding History

Freedom Investment 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
-661
Closed -$216K – 958
2018
Q3 		$216K Buy
+661
New +$209K 0.01% 818

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 $336B AUM 34.66% 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

Freedom Investment Management's SIVB Position: Q4 2018 in Review

Freedom Investment Management sold out of SVB Financial Group (SIVB) in Q4 2018, closing a stake of 661 shares — an estimated $216K sold.

Freedom Investment Management first reported a position in SIVB in Q3 2018 and held it in 1 quarter. The position peaked at $216K in Q3 2018. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

  • Freedom Investment Management reported no remaining SVB Financial Group position as of Q4 2018 after selling out during the quarter.
  • Freedom Investment Management sold 661 SVB Financial Group shares in Q4 2018, an estimated $216K.
  • Freedom Investment Management first reported a position in SVB Financial Group in Q3 2018 and held it in 1 quarter.
  • Freedom Investment Management's SVB Financial Group position peaked at $216K in Q3 2018.
  • 573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.