POIA
SIVB

Pin Oak Investment Advisors’s SVB Financial Group SIVB Stock Holding History

Pin Oak Investment Advisors’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 		– Sell
-60
Closed -$13K – 473
2019
Q2 		$13K Buy
+60
New +$13.9K 0.01% 325

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pin Oak Investment Advisors's SIVB Position: Q3 2019 in Review

Pin Oak Investment Advisors sold out of SVB Financial Group (SIVB) in Q3 2019, closing a stake of 60 shares — an estimated $13K sold.

Pin Oak Investment Advisors first reported a position in SIVB in Q2 2019 and held it in 1 quarter. The position peaked at $13K in Q2 2019. 546 funds tracked by Wall St. Rank hold SIVB as of Q3 2019.

  • Pin Oak Investment Advisors reported no remaining SVB Financial Group position as of Q3 2019 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 60 SVB Financial Group shares in Q3 2019, an estimated $13K.
  • Pin Oak Investment Advisors first reported a position in SVB Financial Group in Q2 2019 and held it in 1 quarter.
  • Pin Oak Investment Advisors's SVB Financial Group position peaked at $13K in Q2 2019.
  • 546 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2019.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2019, filed 15 Nov 2019.