RWP
SIVB

RWA Wealth Partners’s SVB Financial Group SIVB Stock Holding History

RWA Wealth 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
2018
Q3 		– Sell
-35
Closed -$10K – 814
2018
Q2 		$10K Hold
35
– – ﹤0.01% 625
2018
Q1 		$8K Buy
+35
New +$8.79K ﹤0.01% 464

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RWA Wealth Partners's SIVB Position: Q3 2018 in Review

RWA Wealth Partners sold out of SVB Financial Group (SIVB) in Q3 2018, closing a stake of 35 shares — an estimated $10K sold.

RWA Wealth Partners first reported a position in SIVB in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q2 2018. 614 funds tracked by Wall St. Rank hold SIVB as of Q3 2018.

  • RWA Wealth Partners reported no remaining SVB Financial Group position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 35 SVB Financial Group shares in Q3 2018, an estimated $10K.
  • RWA Wealth Partners first reported a position in SVB Financial Group in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's SVB Financial Group position peaked at $10K in Q2 2018.
  • 614 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.