PFPT
SIVB

Pinnacle Financial Partners (Tennessee)’s SVB Financial Group SIVB Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
Q4 		– Sell
-1,157
Closed -$360K – 444
2018
Q3 		$360K Buy
1,157
+243
+27% +$76.7K 0.03% 258
2018
Q2 		$264K Hold
914
– – 0.03% 275
2018
Q1 		$219K Hold
914
– – 0.02% 296
2017
Q4 		$214K Buy
+914
New +$195K 0.02% 300

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s SIVB Position: Q4 2018 in Review

Pinnacle Financial Partners (Tennessee) sold out of SVB Financial Group (SIVB) in Q4 2018, closing a stake of 1,157 shares — an estimated $360K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in SIVB in Q4 2017 and held it in 4 quarters. The position peaked at $360K in Q3 2018. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

  • Pinnacle Financial Partners (Tennessee) reported no remaining SVB Financial Group position as of Q4 2018 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 1,157 SVB Financial Group shares in Q4 2018, an estimated $360K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in SVB Financial Group in Q4 2017 and held it in 4 quarters.
  • Pinnacle Financial Partners (Tennessee)'s SVB Financial Group position peaked at $360K in Q3 2018.
  • 573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q4 2018, filed 4 Feb 2019.