Fuller & Thaler Asset Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,000
| Closed | -$116K | – | 758 |
|
|
2014
Q4 | $116K | Sell |
1,000
-100
| -9% | -$11.6K | ﹤0.01% | 466 |
|
|
2014
Q3 | $123K | Buy |
+1,100
| New | +$123K | 0.01% | 501 |
|
|
2014
Q2 | – | Sell |
-1,600
| Closed | -$206K | – | 717 |
|
|
2014
Q1 | $206K | Buy |
+1,600
| New | +$206K | 0.01% | 432 |
|