River Oaks Capital’s SVB Financial Group SIVB Stock Holding History

River Oaks Capital’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	$1.71M	Sell	8,200 -3,400	-29%	-$713K	1.81%	25
2019 Q2	$2.6M	Sell	11,600 -2,600	-18%	-$601K	2.75%	15
2019 Q1	$3.16M	Hold	14,200	–	–	3.44%	10
2018 Q4	$2.7M	Sell	14,200 -500	-3%	-$122K	3.23%	11
2018 Q3	$4.57M	Buy	14,700 +500	+4%	+$158K	3.91%	5
2018 Q2	$4.1M	Hold	14,200	–	–	3.25%	8
2018 Q1	$3.41M	Buy	14,200 +1,000	+8%	+$251K	2.68%	12
2017 Q4	$3.09M	Buy	13,200 +500	+4%	+$107K	2.46%	16
2017 Q3	$2.38M	Buy	12,700 +1,400	+12%	+$246K	1.84%	26
2017 Q2	$1.99M	Buy	11,300 +4,300	+61%	+$770K	1.64%	29
2017 Q1	$1.3M	Hold	7,000	–	–	1.07%	39
2016 Q4	$1.2M	Buy	+7,000	New	+$1M	0.99%	40

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

River Oaks Capital's SIVB Position: Q3 2019 in Review

River Oaks Capital reduced its SVB Financial Group (SIVB) stake by 29% in Q3 2019, selling an estimated $713K and leaving 8,200 shares worth $1.71M. The position accounts for 1.81% of the portfolio, ranked #25.

River Oaks Capital first reported a position in SIVB in Q4 2016 and has held it in 12 quarters since. The position peaked at $4.57M in Q3 2018. 546 funds tracked by Wall St. Rank hold SIVB as of Q3 2019.

River Oaks Capital held 8,200 shares of SVB Financial Group worth $1.71M as of Q3 2019.
River Oaks Capital sold 3,400 SVB Financial Group shares in Q3 2019, an estimated $713K.
SVB Financial Group made up 1.81% of River Oaks Capital's portfolio in Q3 2019, its #25 holding.
River Oaks Capital first reported a position in SVB Financial Group in Q4 2016 and has held it in 12 quarters since.
River Oaks Capital's SVB Financial Group position peaked at $4.57M in Q3 2018.
546 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2019.

Based on River Oaks Capital's 13F filing for Q3 2019, filed 14 Nov 2019.