Mosaic Family Wealth’s SVB Financial Group SIVB Stock Holding History

Mosaic Family Wealth’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
2017 Q4	–	Sell	-20	Closed	-$4K	–	1000
2017 Q3	$4K	Buy	+20	New	+$3.52K	﹤0.01%	779

Other funds holding SIVB

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

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

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

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Mosaic Family Wealth's SIVB Position: Q4 2017 in Review

Mosaic Family Wealth sold out of SVB Financial Group (SIVB) in Q4 2017, closing a stake of 20 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in SIVB in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 478 funds tracked by Wall St. Rank hold SIVB as of Q4 2017.

Mosaic Family Wealth reported no remaining SVB Financial Group position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 20 SVB Financial Group shares in Q4 2017, an estimated $4K.
Mosaic Family Wealth first reported a position in SVB Financial Group in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's SVB Financial Group position peaked at $4K in Q3 2017.
478 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.