Ibex Investors’s SVB Financial Group SIVB Stock Holding History

Ibex Investors’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 Q3	–	Sell	-1,293	Closed	-$374K	–	295
2018 Q2	$374K	Buy	+1,293	New	+$380K	0.21%	140
2018 Q1	–	Sell	-1,111	Closed	-$263K	–	315
2017 Q4	$263K	Buy	+1,111	New	+$237K	0.15%	142

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Ibex Investors's SIVB Position: Q3 2018 in Review

Ibex Investors sold out of SVB Financial Group (SIVB) in Q3 2018, closing a stake of 1,293 shares — an estimated $374K sold.

Ibex Investors first reported a position in SIVB in Q4 2017 and held it in 2 quarters. The position peaked at $374K in Q2 2018. 614 funds tracked by Wall St. Rank hold SIVB as of Q3 2018.

Ibex Investors reported no remaining SVB Financial Group position as of Q3 2018 after selling out during the quarter.
Ibex Investors sold 1,293 SVB Financial Group shares in Q3 2018, an estimated $374K.
Ibex Investors first reported a position in SVB Financial Group in Q4 2017 and held it in 2 quarters.
Ibex Investors's SVB Financial Group position peaked at $374K in Q2 2018.
614 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2018.

Based on Ibex Investors's 13F filing for Q3 2018, filed 13 Nov 2018.