Invictus RG’s SVB Financial Group SIVB Stock Holding History

Invictus RG’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	-36	Closed	-$6K	–	812
2017 Q2	$6K	Sell	36 -202	-85%	-$36.2K	﹤0.01%	603
2017 Q1	$44K	Buy	+238	New	+$43.3K	0.03%	541

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

Invictus RG's SIVB Position: Q3 2017 in Review

Invictus RG sold out of SVB Financial Group (SIVB) in Q3 2017, closing a stake of 36 shares — an estimated $6K sold.

Invictus RG first reported a position in SIVB in Q1 2017 and held it in 2 quarters. The position peaked at $44K in Q1 2017. 422 funds tracked by Wall St. Rank hold SIVB as of Q3 2017.

Invictus RG reported no remaining SVB Financial Group position as of Q3 2017 after selling out during the quarter.
Invictus RG sold 36 SVB Financial Group shares in Q3 2017, an estimated $6K.
Invictus RG first reported a position in SVB Financial Group in Q1 2017 and held it in 2 quarters.
Invictus RG's SVB Financial Group position peaked at $44K in Q1 2017.
422 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2017.

Based on Invictus RG's 13F filing for Q3 2017, filed 13 Nov 2017.