GWM
SIVB

Gupta Wealth Management’s SVB Financial Group SIVB Stock Holding History

Gupta Wealth 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
2016
Q1 		$19K Buy
190
+148
+352% +$14.3K ﹤0.01% 670
2015
Q4 		$5K Hold
42
– – ﹤0.01% 1030
2015
Q3 		$5K Buy
+42
New +$5.63K ﹤0.01% 1053

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gupta Wealth Management's SIVB Position: Q1 2016 in Review

Gupta Wealth Management increased its SVB Financial Group (SIVB) stake by 352% in Q1 2016, buying an estimated $14.3K and bringing the position to 190 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Gupta Wealth Management first reported a position in SIVB in Q3 2015 and has held it in 3 quarters since. 344 funds tracked by Wall St. Rank hold SIVB as of Q1 2016.

  • Gupta Wealth Management held 190 shares of SVB Financial Group worth $19K as of Q1 2016.
  • Gupta Wealth Management bought 148 SVB Financial Group shares in Q1 2016, an estimated $14.3K.
  • SVB Financial Group made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #670 holding.
  • Gupta Wealth Management first reported a position in SVB Financial Group in Q3 2015 and has held it in 3 quarters since.
  • 344 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.