Jacobus Wealth Management’s SVB Financial Group SIVB Stock Holding History

Jacobus 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
2017 Q3	$1.68M	Hold	9,000	–	–	0.44%	51
2017 Q2	$1.58M	Hold	9,000	–	–	0.43%	52
2017 Q1	$1.68M	Hold	9,000	–	–	0.47%	50
2016 Q4	$1.54M	Hold	9,000	–	–	0.45%	52
2016 Q3	$995K	Hold	9,000	–	–	0.29%	67
2016 Q2	$856K	Hold	9,000	–	–	0.26%	73
2016 Q1	$918K	Hold	9,000	–	–	0.27%	79
2015 Q4	$1.07M	Hold	9,000	–	–	0.31%	68
2015 Q3	$1.04M	Hold	9,000	–	–	0.3%	69
2015 Q2	$1.3M	Hold	9,000	–	–	0.32%	63
2015 Q1	$1.14M	Hold	9,000	–	–	0.3%	69
2014 Q4	$1.04M	Hold	9,000	–	–	0.27%	73
2014 Q3	$1.01M	Hold	9,000	–	–	0.28%	78
2014 Q2	$1.05M	Hold	9,000	–	–	0.27%	79
2014 Q1	$1.16M	Hold	9,000	–	–	0.28%	72
2013 Q4	$944K	Hold	9,000	–	–	0.27%	80
2013 Q3	$777K	Hold	9,000	–	–	0.27%	70
2013 Q2	$750K	Buy	+9,000	New	+$658K	0.27%	73

Other funds holding SIVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jacobus Wealth Management's SIVB Position: Q3 2017 in Review

Jacobus Wealth Management held its SVB Financial Group (SIVB) position steady in Q3 2017 at 9,000 shares worth $1.68M. The position accounts for 0.44% of the portfolio, ranked #51.

Jacobus Wealth Management first reported a position in SIVB in Q2 2013 and has held it in 18 quarters since. 422 funds tracked by Wall St. Rank hold SIVB as of Q3 2017.

Jacobus Wealth Management held 9,000 shares of SVB Financial Group worth $1.68M as of Q3 2017.
Jacobus Wealth Management left its SVB Financial Group share count unchanged in Q3 2017.
SVB Financial Group made up 0.44% of Jacobus Wealth Management's portfolio in Q3 2017, its #51 holding.
Jacobus Wealth Management first reported a position in SVB Financial Group in Q2 2013 and has held it in 18 quarters since.
422 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.