Ipswich Investment Management’s SVB Financial Group SIVB Stock Holding History

Ipswich Investment 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 Q1	–	Sell	-70	Closed	-$13K	–	444
2018 Q4	$13K	Buy	+70	New	+$17.1K	﹤0.01%	355
2017 Q3	–	Sell	-10,653	Closed	-$1.87M	–	149
2017 Q2	$1.87M	Sell	10,653 -4,477	-30%	-$802K	0.88%	38
2017 Q1	$2.82M	Sell	15,130 -2,510	-14%	-$456K	1.23%	28
2016 Q4	$3.03M	Buy	17,640 +180	+1%	+$25.8K	1.37%	26
2016 Q3	$1.93M	Hold	17,460	–	–	0.94%	40
2016 Q2	$1.66M	Buy	17,460 +1,030	+6%	+$105K	0.82%	44
2016 Q1	$1.59M	Buy	+16,430	New	+$1.59M	0.76%	45
2015 Q3	–	Sell	-1,950	Closed	-$281K	–	145
2015 Q2	$281K	Sell	1,950 -2,000	-51%	-$270K	0.13%	107
2015 Q1	$502K	Sell	3,950 -500	-11%	-$59.7K	0.22%	86
2014 Q4	$517K	Hold	4,450	–	–	0.22%	85
2014 Q3	$499K	Hold	4,450	–	–	0.21%	80
2014 Q2	$519K	Sell	4,450 -400	-8%	-$44.6K	0.2%	85
2014 Q1	$625K	Sell	4,850 -500	-9%	-$58.4K	0.27%	71
2013 Q4	$561K	Hold	5,350	–	–	0.23%	85
2013 Q3	$462K	Hold	5,350	–	–	0.21%	91
2013 Q2	$446K	Buy	+5,350	New	+$391K	0.19%	97

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ipswich Investment Management's SIVB Position: Q1 2019 in Review

Ipswich Investment Management sold out of SVB Financial Group (SIVB) in Q1 2019, closing a stake of 70 shares — an estimated $13K sold.

Ipswich Investment Management first reported a position in SIVB in Q2 2013 and held it in 16 quarters. The position peaked at $3.03M in Q4 2016. 573 funds tracked by Wall St. Rank hold SIVB as of Q1 2019.

Ipswich Investment Management reported no remaining SVB Financial Group position as of Q1 2019 after selling out during the quarter.
Ipswich Investment Management sold 70 SVB Financial Group shares in Q1 2019, an estimated $13K.
Ipswich Investment Management first reported a position in SVB Financial Group in Q2 2013 and held it in 16 quarters.
Ipswich Investment Management's SVB Financial Group position peaked at $3.03M in Q4 2016.
573 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.