Global X Management Company’s SVB Financial Group SIVB Stock Holding History

Global X Management Company’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 Q2	$101K	Sell	350 -589	-63%	-$173K	﹤0.01%	1008
2018 Q1	$225K	Buy	939 +83	+10%	+$20.8K	﹤0.01%	878
2017 Q4	$200K	Sell	856 -56	-6%	-$11.9K	﹤0.01%	780
2017 Q3	$171K	Buy	912 +130	+17%	+$22.9K	﹤0.01%	823
2017 Q2	$137K	Buy	782 +289	+59%	+$51.8K	﹤0.01%	865
2017 Q1	$92K	Buy	+493	New	+$89.6K	﹤0.01%	878

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Global X Management Company's SIVB Position: Q2 2018 in Review

Global X Management Company reduced its SVB Financial Group (SIVB) stake by 63% in Q2 2018, selling an estimated $173K and leaving 350 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Global X Management Company first reported a position in SIVB in Q1 2017 and has held it in 6 quarters since. The position peaked at $225K in Q1 2018. 602 funds tracked by Wall St. Rank hold SIVB as of Q2 2018.

Global X Management Company held 350 shares of SVB Financial Group worth $101K as of Q2 2018.
Global X Management Company sold 589 SVB Financial Group shares in Q2 2018, an estimated $173K.
SVB Financial Group made up ﹤0.01% of Global X Management Company's portfolio in Q2 2018, its #1008 holding.
Global X Management Company first reported a position in SVB Financial Group in Q1 2017 and has held it in 6 quarters since.
Global X Management Company's SVB Financial Group position peaked at $225K in Q1 2018.
602 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2018.

Based on Global X Management Company's 13F filing for Q2 2018, filed 16 Aug 2018.