LA
SIVB

Legacy Advisors’s SVB Financial Group SIVB Stock Holding History

Legacy Advisors’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
Q4 		– Sell
-35
Closed -$11K – 458
2018
Q3 		$11K Buy
+35
New +$11K 0.01% 344
2018
Q1 		– Sell
-83
Closed -$19K – 482
2017
Q4 		$19K Buy
+83
New +$17.7K 0.02% 196

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Advisors's SIVB Position: Q4 2018 in Review

Legacy Advisors sold out of SVB Financial Group (SIVB) in Q4 2018, closing a stake of 35 shares — an estimated $11K sold.

Legacy Advisors first reported a position in SIVB in Q4 2017 and held it in 2 quarters. The position peaked at $19K in Q4 2017. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

  • Legacy Advisors reported no remaining SVB Financial Group position as of Q4 2018 after selling out during the quarter.
  • Legacy Advisors sold 35 SVB Financial Group shares in Q4 2018, an estimated $11K.
  • Legacy Advisors first reported a position in SVB Financial Group in Q4 2017 and held it in 2 quarters.
  • Legacy Advisors's SVB Financial Group position peaked at $19K in Q4 2017.
  • 573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on Legacy Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.