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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-8,467	Closed	-$2.63M	–	45
2018 Q3	$2.63M	Hold	8,467	–	–	1.17%	26
2018 Q2	$2.45M	Hold	8,467	–	–	1.02%	29
2018 Q1	$2.03M	Sell	8,467 -376	-4%	-$90.2K	0.8%	31
2017 Q4	$2.07M	Buy	+8,843	New	+$2.07M	0.81%	35