PWM
SIVB

Paulson Wealth Management’s SVB Financial Group SIVB Stock Holding History

Paulson Wealth 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
2018
Q1 		– Sell
-5
Closed -$1K – 619
2017
Q4 		$1K Buy
+5
New +$1.06K ﹤0.01% 603

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paulson Wealth Management's SIVB Position: Q1 2018 in Review

Paulson Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2018, closing a stake of 5 shares — an estimated $1K sold.

Paulson Wealth Management first reported a position in SIVB in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 530 funds tracked by Wall St. Rank hold SIVB as of Q1 2018.

  • Paulson Wealth Management reported no remaining SVB Financial Group position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 5 SVB Financial Group shares in Q1 2018, an estimated $1K.
  • Paulson Wealth Management first reported a position in SVB Financial Group in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's SVB Financial Group position peaked at $1K in Q4 2017.
  • 530 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.