MAI Capital Management’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,152
| Closed | -$333K | – | 492 |
|
|
2018
Q2 | $333K | Hold |
1,152
| – | – | 0.02% | 341 |
|
|
2018
Q1 | $276K | Sell |
1,152
-245
| -18% | -$58.7K | 0.02% | 363 |
|
|
2017
Q4 | $327K | Buy |
1,397
+20
| +1% | +$4.68K | 0.02% | 340 |
|
|
2017
Q3 | $258K | Sell |
1,377
-114
| -8% | -$21.4K | 0.02% | 359 |
|
|
2017
Q2 | $262K | Sell |
1,491
-645
| -30% | -$113K | 0.02% | 365 |
|
|
2017
Q1 | $397K | Sell |
2,136
-88
| -4% | -$16.4K | 0.03% | 293 |
|
|
2016
Q4 | $382K | Sell |
2,224
-196
| -8% | -$33.7K | 0.03% | 292 |
|
|
2016
Q3 | $268K | Buy |
+2,420
| New | +$268K | 0.02% | 355 |
|