Gideon Capital Advisors’s SVB Financial Group SIVB Stock Holding History

Gideon Capital 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
2019 Q1	–	Sell	-1,158	Closed	-$220K	–	567
2018 Q4	$220K	Sell	1,158 -19	-2%	-$4.65K	0.09%	331
2018 Q3	$366K	Sell	1,177 -58	-5%	-$18.3K	0.17%	193
2018 Q2	$357K	Sell	1,235 -57	-4%	-$16.7K	0.18%	216
2018 Q1	$310K	Buy	+1,292	New	+$324K	0.19%	221
2017 Q3	–	Sell	-1,316	Closed	-$231K	–	412
2017 Q2	$231K	Buy	+1,316	New	+$236K	0.25%	195
2016 Q1	–	Sell	-15,195	Closed	-$1.81M	–	261
2015 Q4	$1.81M	Buy	15,195 +6,325	+71%	+$785K	1.31%	11
2015 Q3	$1.02M	Buy	8,870 +2,984	+51%	+$400K	0.6%	59
2015 Q2	$847K	Sell	5,886 -1,406	-19%	-$190K	0.35%	107
2015 Q1	$926K	Buy	+7,292	New	+$871K	0.37%	97
2014 Q3	–	Sell	-12,255	Closed	-$1.43M	–	398
2014 Q2	$1.43M	Buy	+12,255	New	+$1.37M	0.52%	70

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gideon Capital Advisors's SIVB Position: Q1 2019 in Review

Gideon Capital Advisors sold out of SVB Financial Group (SIVB) in Q1 2019, closing a stake of 1,158 shares — an estimated $220K sold.

Gideon Capital Advisors first reported a position in SIVB in Q2 2014 and held it in 10 quarters. The position peaked at $1.81M in Q4 2015. 573 funds tracked by Wall St. Rank hold SIVB as of Q1 2019.

Gideon Capital Advisors reported no remaining SVB Financial Group position as of Q1 2019 after selling out during the quarter.
Gideon Capital Advisors sold 1,158 SVB Financial Group shares in Q1 2019, an estimated $220K.
Gideon Capital Advisors first reported a position in SVB Financial Group in Q2 2014 and held it in 10 quarters.
Gideon Capital Advisors's SVB Financial Group position peaked at $1.81M in Q4 2015.
573 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.