HWG Holdings’s SVB Financial Group SIVB Stock Holding History

HWG Holdings’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
2017 Q3	–	Sell	-2,189	Closed	-$385K	–	128
2017 Q2	$385K	Sell	2,189 -3,716	-63%	-$666K	0.28%	26
2017 Q1	$1.1M	Buy	+5,905	New	+$1.07M	1.39%	17

Other funds holding SIVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

HWG Holdings's SIVB Position: Q3 2017 in Review

HWG Holdings sold out of SVB Financial Group (SIVB) in Q3 2017, closing a stake of 2,189 shares — an estimated $385K sold.

HWG Holdings first reported a position in SIVB in Q1 2017 and held it in 2 quarters. The position peaked at $1.1M in Q1 2017. 422 funds tracked by Wall St. Rank hold SIVB as of Q3 2017.

HWG Holdings reported no remaining SVB Financial Group position as of Q3 2017 after selling out during the quarter.
HWG Holdings sold 2,189 SVB Financial Group shares in Q3 2017, an estimated $385K.
HWG Holdings first reported a position in SVB Financial Group in Q1 2017 and held it in 2 quarters.
HWG Holdings's SVB Financial Group position peaked at $1.1M in Q1 2017.
422 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2017.

Based on HWG Holdings's 13F filing for Q3 2017, filed 14 Nov 2017.