G&S Capital’s SVB Financial Group SIVB Stock Holding History

G&S Capital’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	-197	Closed	-$61K	–	265
2018 Q3	$61K	Buy	197 +40	+25%	+$12.6K	0.04%	116
2018 Q2	$45K	Buy	+157	New	+$46.1K	0.03%	121

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

G&S Capital's SIVB Position: Q4 2018 in Review

G&S Capital sold out of SVB Financial Group (SIVB) in Q4 2018, closing a stake of 197 shares — an estimated $61K sold.

G&S Capital first reported a position in SIVB in Q2 2018 and held it in 2 quarters. The position peaked at $61K in Q3 2018. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

G&S Capital reported no remaining SVB Financial Group position as of Q4 2018 after selling out during the quarter.
G&S Capital sold 197 SVB Financial Group shares in Q4 2018, an estimated $61K.
G&S Capital first reported a position in SVB Financial Group in Q2 2018 and held it in 2 quarters.
G&S Capital's SVB Financial Group position peaked at $61K in Q3 2018.
573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on G&S Capital's 13F filing for Q4 2018, filed 15 Jan 2019.