MCM
SIVB

MAI Capital Management’s SVB Financial Group SIVB Stock Holding History

MAI Capital 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
2018
Q3 		– Sell
-1,152
Closed -$333K – 507
2018
Q2 		$333K Hold
1,152
– – 0.02% 347
2018
Q1 		$276K Sell
1,152
-245
-18% -$61.5K 0.02% 368
2017
Q4 		$327K Buy
1,397
+20
+1% +$4.26K 0.02% 344
2017
Q3 		$258K Sell
1,377
-114
-8% -$20K 0.02% 364
2017
Q2 		$262K Sell
1,491
-645
-30% -$116K 0.02% 368
2017
Q1 		$397K Sell
2,136
-88
-4% -$16K 0.03% 294
2016
Q4 		$382K Sell
2,224
-196
-8% -$28.1K 0.03% 292
2016
Q3 		$268K Buy
+2,420
New +$252K 0.02% 355

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MAI Capital Management's SIVB Position: Q3 2018 in Review

MAI Capital Management sold out of SVB Financial Group (SIVB) in Q3 2018, closing a stake of 1,152 shares — an estimated $333K sold.

MAI Capital Management first reported a position in SIVB in Q3 2016 and held it in 8 quarters. The position peaked at $397K in Q1 2017. 614 funds tracked by Wall St. Rank hold SIVB as of Q3 2018.

  • MAI Capital Management reported no remaining SVB Financial Group position as of Q3 2018 after selling out during the quarter.
  • MAI Capital Management sold 1,152 SVB Financial Group shares in Q3 2018, an estimated $333K.
  • MAI Capital Management first reported a position in SVB Financial Group in Q3 2016 and held it in 8 quarters.
  • MAI Capital Management's SVB Financial Group position peaked at $397K in Q1 2017.
  • 614 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2018.

Based on MAI Capital Management's 13F filing for Q3 2018, filed 12 Oct 2018.