LTFS
SIVB

Ladenburg Thalmann Financial Services’s SVB Financial Group SIVB Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$274K Buy
1,089
+108
+11% +$24.6K ﹤0.01% 2274
2019
Q3 		$205K Sell
981
-521
-35% -$109K ﹤0.01% 2446
2019
Q2 		$337K Buy
1,502
+183
+14% +$42.3K ﹤0.01% 2055
2019
Q1 		$293K Buy
1,319
+180
+16% +$41.9K ﹤0.01% 2112
2018
Q4 		$216K Buy
1,139
+130
+13% +$31.8K ﹤0.01% 2189
2018
Q3 		$313K Sell
1,009
-591
-37% -$186K ﹤0.01% 1958
2018
Q2 		$384K Hold
1,600
– – ﹤0.01% 1755
2018
Q1 		$384K Buy
1,600
+614
+62% +$154K ﹤0.01% 1755
2017
Q4 		$231K Buy
986
+13
+1% +$2.77K ﹤0.01% 2103
2017
Q3 		$182K Buy
973
+57
+6% +$10K ﹤0.01% 2187
2017
Q2 		$161K Sell
916
-11
-1% -$1.97K ﹤0.01% 2181
2017
Q1 		$173K Sell
927
-62
-6% -$11.3K ﹤0.01% 2024
2016
Q4 		$167K Sell
989
-504
-34% -$72.3K ﹤0.01% 1952
2016
Q3 		$166K Buy
1,493
+863
+137% +$89.8K ﹤0.01% 1887
2016
Q2 		$60K Buy
630
+183
+41% +$18.7K ﹤0.01% 2550
2016
Q1 		$45K Sell
447
-4,404
-91% -$426K ﹤0.01% 2689
2015
Q4 		$577K Buy
4,851
+3,811
+366% +$473K 0.01% 955
2015
Q3 		$119K Sell
1,040
-791
-43% -$106K ﹤0.01% 1865
2015
Q2 		$264K Buy
1,831
+45
+3% +$6.08K ﹤0.01% 1410
2015
Q1 		$227K Sell
1,786
-723
-29% -$86.4K ﹤0.01% 1494
2014
Q4 		$291K Sell
2,509
-1,222
-33% -$133K 0.01% 1202
2014
Q3 		$418K Buy
3,731
+1,260
+51% +$140K 0.01% 866
2014
Q2 		$288K Buy
2,471
+650
+36% +$72.5K 0.01% 1013
2014
Q1 		$235K Buy
1,821
+405
+29% +$47.3K 0.01% 1051
2013
Q4 		$148K Buy
1,416
+175
+14% +$17.1K ﹤0.01% 1234
2013
Q3 		$107K Buy
1,241
+1,212
+4,179% +$105K ﹤0.01% 1362
2013
Q2 		$2K Buy
+29
New +$2.12K ﹤0.01% 3415

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SIVB Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its SVB Financial Group (SIVB) stake by 11% in Q4 2019, buying an estimated $24.6K and bringing the position to 1,089 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

Ladenburg Thalmann Financial Services first reported a position in SIVB in Q2 2013 and has held it in 27 quarters since. The position peaked at $577K in Q4 2015. 560 funds tracked by Wall St. Rank hold SIVB as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,089 shares of SVB Financial Group worth $274K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 108 SVB Financial Group shares in Q4 2019, an estimated $24.6K.
  • SVB Financial Group made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2274 holding.
  • Ladenburg Thalmann Financial Services first reported a position in SVB Financial Group in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's SVB Financial Group position peaked at $577K in Q4 2015.
  • 560 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.