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

Omnia 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
2018 Q2	–	Sell	-15	Closed	-$4K	–	637
2018 Q1	$4K	Buy	+15	New	+$3.77K	﹤0.01%	348

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

Omnia Family Wealth's SIVB Position: Q2 2018 in Review

Omnia Family Wealth sold out of SVB Financial Group (SIVB) in Q2 2018, closing a stake of 15 shares — an estimated $4K sold.

Omnia Family Wealth first reported a position in SIVB in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 602 funds tracked by Wall St. Rank hold SIVB as of Q2 2018.

Omnia Family Wealth reported no remaining SVB Financial Group position as of Q2 2018 after selling out during the quarter.
Omnia Family Wealth sold 15 SVB Financial Group shares in Q2 2018, an estimated $4K.
Omnia Family Wealth first reported a position in SVB Financial Group in Q1 2018 and held it in 1 quarter.
Omnia Family Wealth's SVB Financial Group position peaked at $4K in Q1 2018.
602 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2018.

Based on Omnia Family Wealth's 13F filing for Q2 2018, filed 10 Aug 2018.