Old Mutual Customised Solutions’s SVB Financial Group SIVB Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$780K	Buy	2,700 +500	+23%	+$147K	0.08%	294
2018 Q1	$528K	Hold	2,200	–	–	0.05%	376
2017 Q4	$514K	Buy	2,200 +1,100	+100%	+$234K	0.05%	386
2017 Q3	$206K	Hold	1,100	–	–	0.03%	527
2017 Q2	$193K	Buy	+1,100	New	+$197K	0.03%	537
2013 Q3	–	Sell	-500	Closed	-$42K	–	1618
2013 Q2	$42K	Buy	+500	New	+$36.6K	0.01%	766

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Old Mutual Customised Solutions's SIVB Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its SVB Financial Group (SIVB) stake by 23% in Q2 2018, buying an estimated $147K and bringing the position to 2,700 shares worth $780K. The position accounts for 0.08% of the portfolio, ranked #294.

Old Mutual Customised Solutions first reported a position in SIVB in Q2 2013 and has held it in 6 quarters since. 602 funds tracked by Wall St. Rank hold SIVB as of Q2 2018.

Old Mutual Customised Solutions held 2,700 shares of SVB Financial Group worth $780K as of Q2 2018.
Old Mutual Customised Solutions bought 500 SVB Financial Group shares in Q2 2018, an estimated $147K.
SVB Financial Group made up 0.08% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #294 holding.
Old Mutual Customised Solutions first reported a position in SVB Financial Group in Q2 2013 and has held it in 6 quarters since.
602 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.