Morse Asset Management’s SVB Financial Group SIVB Stock Holding History

Morse Asset 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
2019 Q3	–	Sell	-2,590	Closed	-$582K	–	146
2019 Q2	$582K	Sell	2,590 -200	-7%	-$46.3K	0.17%	94
2019 Q1	$620K	Buy	+2,790	New	+$650K	0.19%	89
2018 Q4	–	Sell	-5,894	Closed	-$1.83M	–	143
2018 Q3	$1.83M	Buy	5,894 +610	+12%	+$192K	0.48%	61
2018 Q2	$1.53M	Buy	5,284 +209	+4%	+$61.4K	0.42%	65
2018 Q1	$1.22M	Buy	5,075 +125	+3%	+$31.4K	0.34%	73
2017 Q4	$1.16M	Hold	4,950	–	–	0.32%	74
2017 Q3	$926K	Buy	4,950 +3,025	+157%	+$532K	0.28%	80
2017 Q2	$338K	Buy	+1,925	New	+$345K	0.11%	106

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morse Asset Management's SIVB Position: Q3 2019 in Review

Morse Asset Management sold out of SVB Financial Group (SIVB) in Q3 2019, closing a stake of 2,590 shares — an estimated $582K sold.

Morse Asset Management first reported a position in SIVB in Q2 2017 and held it in 8 quarters. The position peaked at $1.83M in Q3 2018. 546 funds tracked by Wall St. Rank hold SIVB as of Q3 2019.

Morse Asset Management reported no remaining SVB Financial Group position as of Q3 2019 after selling out during the quarter.
Morse Asset Management sold 2,590 SVB Financial Group shares in Q3 2019, an estimated $582K.
Morse Asset Management first reported a position in SVB Financial Group in Q2 2017 and held it in 8 quarters.
Morse Asset Management's SVB Financial Group position peaked at $1.83M in Q3 2018.
546 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2019.

Based on Morse Asset Management's 13F filing for Q3 2019, filed 5 Nov 2019.