OFI Advisors’s SVB Financial Group SIVB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q3
$215K Buy
1,861
+212
+13% +$24.5K 0.01% 1171
2015
Q2
$237K Sell
1,649
-340
-17% -$48.9K 0.01% 1165
2015
Q1
$253K Sell
1,989
-123
-6% -$15.6K 0.02% 1127
2014
Q4
$245K Sell
2,112
-313
-13% -$36.3K 0.02% 1098
2014
Q3
$272K Buy
2,425
+8
+0.3% +$897 0.02% 982
2014
Q2
$282K Buy
2,417
+618
+34% +$72.1K 0.02% 980
2014
Q1
$232K Buy
1,799
+154
+9% +$19.9K 0.02% 1030
2013
Q4
$172K Buy
1,645
+208
+14% +$21.7K 0.01% 1160
2013
Q3
$124K Sell
1,437
-31
-2% -$2.68K 0.01% 1225
2013
Q2
$122K Buy
+1,468
New +$122K 0.01% 1164