Highland Private Wealth Management’s SVB Financial Group SIVB Stock Holding History

Highland Private 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
2019 Q4	–	Sell	-1,191	Closed	-$249K	–	136
2019 Q3	$249K	Buy	1,191 +25	+2%	+$5.24K	0.07%	93
2019 Q2	$262K	Buy	1,166 +5	+0.4%	+$1.16K	0.07%	95
2019 Q1	$258K	Sell	1,161 -108	-9%	-$25.1K	0.08%	88
2018 Q4	$241K	Buy	1,269 +6	+0.5%	+$1.47K	0.09%	83
2018 Q3	$392K	Buy	1,263 +25	+2%	+$7.89K	0.13%	65
2018 Q2	$357K	Buy	+1,238	New	+$364K	0.13%	65

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Highland Private Wealth Management's SIVB Position: Q4 2019 in Review

Highland Private Wealth Management sold out of SVB Financial Group (SIVB) in Q4 2019, closing a stake of 1,191 shares — an estimated $249K sold.

Highland Private Wealth Management first reported a position in SIVB in Q2 2018 and held it in 6 quarters. The position peaked at $392K in Q3 2018. 560 funds tracked by Wall St. Rank hold SIVB as of Q4 2019.

Highland Private Wealth Management reported no remaining SVB Financial Group position as of Q4 2019 after selling out during the quarter.
Highland Private Wealth Management sold 1,191 SVB Financial Group shares in Q4 2019, an estimated $249K.
Highland Private Wealth Management first reported a position in SVB Financial Group in Q2 2018 and held it in 6 quarters.
Highland Private Wealth Management's SVB Financial Group position peaked at $392K in Q3 2018.
560 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2019.

Based on Highland Private Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.