PCP
SIVB

Proficio Capital Partners’s SVB Financial Group SIVB Stock Holding History

Proficio Capital Partners’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
-98
Closed -$22K – 1952
2019
Q2 		$22K Sell
98
-2
-2% -$463 0.01% 659
2019
Q1 		$22K Buy
100
+23
+30% +$5.36K 0.01% 625
2018
Q4 		$15K Buy
77
+41
+114% +$10K 0.01% 633
2018
Q3 		$11K Sell
36
-3
-8% -$947 ﹤0.01% 791
2018
Q2 		$11K Buy
39
+3
+8% +$881 ﹤0.01% 814
2018
Q1 		$9K Buy
36
+8
+29% +$2.01K ﹤0.01% 871
2017
Q4 		$7K Buy
28
+22
+367% +$4.69K ﹤0.01% 919
2017
Q3 		$1K Sell
6
-54
-90% -$9.5K ﹤0.01% 1266
2017
Q2 		$11K Buy
60
+32
+114% +$5.73K ﹤0.01% 782
2017
Q1 		$5K Buy
28
+25
+833% +$4.55K ﹤0.01% 1009
2016
Q4 		$1K Hold
3
– – ﹤0.01% 1102
2016
Q3 		$0 Buy
+3
New +$312 ﹤0.01% 1190

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 $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Proficio Capital Partners's SIVB Position: Q3 2019 in Review

Proficio Capital Partners sold out of SVB Financial Group (SIVB) in Q3 2019, closing a stake of 98 shares — an estimated $22K sold.

Proficio Capital Partners first reported a position in SIVB in Q3 2016 and held it in 12 quarters. The position peaked at $22K in Q2 2019. 546 funds tracked by Wall St. Rank hold SIVB as of Q3 2019.

  • Proficio Capital Partners reported no remaining SVB Financial Group position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 98 SVB Financial Group shares in Q3 2019, an estimated $22K.
  • Proficio Capital Partners first reported a position in SVB Financial Group in Q3 2016 and held it in 12 quarters.
  • Proficio Capital Partners's SVB Financial Group position peaked at $22K in Q2 2019.
  • 546 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.