Neuburgh Advisers’s SVB Financial Group SIVB Stock Holding History

Neuburgh Advisers’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	$4.55M	Sell	21,758 -638	-3%	-$134K	0.14%	129
2019 Q2	$5.03M	Buy	22,396 +5,852	+35%	+$1.35M	0.16%	121
2019 Q1	$3.68M	Sell	16,544 -11,220	-40%	-$2.61M	0.13%	148
2018 Q4	$5.27M	Buy	27,764 +9,812	+55%	+$2.4M	0.21%	97
2018 Q3	$5.58M	Buy	17,952 +12,628	+237%	+$3.98M	0.18%	116
2018 Q2	$1.54M	Sell	5,324 -1,804	-25%	-$530K	0.05%	240
2018 Q1	$1.71M	Sell	7,128 -8,338	-54%	-$2.09M	0.06%	205
2017 Q4	$3.62M	Sell	15,466 -770	-5%	-$164K	0.13%	145
2017 Q3	$3.04M	Buy	16,236 +1,188	+8%	+$209K	0.11%	155
2017 Q2	$2.65M	Buy	15,048 +2,002	+15%	+$359K	0.1%	169
2017 Q1	$2.43M	Buy	13,046 +7,788	+148%	+$1.42M	0.1%	174
2016 Q4	$903K	Buy	+5,258	New	+$754K	0.04%	255

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

Neuburgh Advisers's SIVB Position: Q3 2019 in Review

Neuburgh Advisers reduced its SVB Financial Group (SIVB) stake by 2.8% in Q3 2019, selling an estimated $134K and leaving 21,758 shares worth $4.55M. The position accounts for 0.14% of the portfolio, ranked #129.

Neuburgh Advisers first reported a position in SIVB in Q4 2016 and has held it in 12 quarters since. The position peaked at $5.58M in Q3 2018. 546 funds tracked by Wall St. Rank hold SIVB as of Q3 2019.

Neuburgh Advisers held 21,758 shares of SVB Financial Group worth $4.55M as of Q3 2019.
Neuburgh Advisers sold 638 SVB Financial Group shares in Q3 2019, an estimated $134K.
SVB Financial Group made up 0.14% of Neuburgh Advisers's portfolio in Q3 2019, its #129 holding.
Neuburgh Advisers first reported a position in SVB Financial Group in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's SVB Financial Group position peaked at $5.58M in Q3 2018.
546 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.