NCM
SIVB

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

Nelson 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
2019
Q4 		– Sell
-123
Closed -$26K – 324
2019
Q3 		$26K Sell
123
-21,964
-99% -$4.6M 0.01% 193
2019
Q2 		$4.96M Sell
22,087
-319
-1% -$73.8K 1.17% 38
2019
Q1 		$4.98M Sell
22,406
-810
-3% -$189K 1.24% 35
2018
Q4 		$4.41M Sell
23,216
-1,302
-5% -$318K 1.23% 34
2018
Q3 		$7.62M Buy
24,518
+171
+0.7% +$54K 1.75% 18
2018
Q2 		$7.03M Sell
24,347
-410
-2% -$120K 1.81% 17
2018
Q1 		$5.94M Sell
24,757
-126
-0.5% -$31.6K 1.54% 24
2017
Q4 		$5.82M Sell
24,883
-636
-2% -$136K 1.81% 24
2017
Q3 		$4.77M Sell
25,519
-200
-0.8% -$35.2K 1.57% 35
2017
Q2 		$4.52M Sell
25,719
-410
-2% -$73.4K 1.53% 35
2017
Q1 		$4.86M Sell
26,129
-250
-0.9% -$45.5K 1.64% 31
2016
Q4 		$4.53M Sell
26,379
-19,684
-43% -$2.82M 1.58% 33
2016
Q3 		$5.09M Buy
46,063
+780
+2% +$81.2K 1.81% 31
2016
Q2 		$4.31M Sell
45,283
-680
-1% -$69.6K 1.62% 32
2016
Q1 		$4.69M Buy
45,963
+22,925
+100% +$2.22M 1.77% 30
2015
Q4 		$2.74M Buy
23,038
+220
+1% +$27.3K 1.05% 42
2015
Q3 		$2.64M Buy
22,818
+803
+4% +$108K 1.01% 44
2015
Q2 		$3.17M Buy
22,015
+645
+3% +$87.2K 1.15% 39
2015
Q1 		$2.71M Buy
+21,370
New +$2.55M 0.98% 41
2013
Q4 		– Sell
-175
Closed -$15K – 241
2013
Q3 		$15K Hold
175
– – 0.01% 162
2013
Q2 		$15K Buy
+175
New +$12.8K 0.01% 161

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Nelson Capital Management's SIVB Position: Q4 2019 in Review

Nelson Capital Management sold out of SVB Financial Group (SIVB) in Q4 2019, closing a stake of 123 shares — an estimated $26K sold.

Nelson Capital Management first reported a position in SIVB in Q2 2013 and held it in 21 quarters. The position peaked at $7.62M in Q3 2018. 560 funds tracked by Wall St. Rank hold SIVB as of Q4 2019.

  • Nelson Capital Management reported no remaining SVB Financial Group position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 123 SVB Financial Group shares in Q4 2019, an estimated $26K.
  • Nelson Capital Management first reported a position in SVB Financial Group in Q2 2013 and held it in 21 quarters.
  • Nelson Capital Management's SVB Financial Group position peaked at $7.62M in Q3 2018.
  • 560 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.