MUS
SIVB

Mitsubishi UFJ Securities’s SVB Financial Group SIVB Stock Holding History

Mitsubishi UFJ Securities’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
Q3 		– Sell
-310
Closed -$70K – 222
2019
Q2 		$70K Buy
+310
New +$71.7K 0.23% 156
2018
Q4 		– Sell
-270
Closed -$84K – 229
2018
Q3 		$84K Buy
+270
New +$85.2K 0.27% 76
2017
Q2 		– Sell
-440
Closed -$82K – 279
2017
Q1 		$82K Buy
+440
New +$80K 0.44% 52

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mitsubishi UFJ Securities's SIVB Position: Q3 2019 in Review

Mitsubishi UFJ Securities sold out of SVB Financial Group (SIVB) in Q3 2019, closing a stake of 310 shares — an estimated $70K sold.

Mitsubishi UFJ Securities first reported a position in SIVB in Q1 2017 and held it in 3 quarters. The position peaked at $84K in Q3 2018. 546 funds tracked by Wall St. Rank hold SIVB as of Q3 2019.

  • Mitsubishi UFJ Securities reported no remaining SVB Financial Group position as of Q3 2019 after selling out during the quarter.
  • Mitsubishi UFJ Securities sold 310 SVB Financial Group shares in Q3 2019, an estimated $70K.
  • Mitsubishi UFJ Securities first reported a position in SVB Financial Group in Q1 2017 and held it in 3 quarters.
  • Mitsubishi UFJ Securities's SVB Financial Group position peaked at $84K in Q3 2018.
  • 546 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2019.

Based on Mitsubishi UFJ Securities's 13F filing for Q3 2019, filed 14 Nov 2019.