Secor Capital Advisors’s SVB Financial Group SIVB Stock Holding History

Secor Capital Advisors’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	-4,037	Closed	-$1.17M	–	649
2018 Q2	$1.17M	Buy	+4,037	New	+$1.19M	0.1%	277
2016 Q1	–	Sell	-2,811	Closed	-$334K	–	845
2015 Q4	$334K	Sell	2,811 -793	-22%	-$98.4K	0.09%	341
2015 Q3	$416K	Buy	+3,604	New	+$483K	0.13%	269
2015 Q2	–	Sell	-2,514	Closed	-$319K	–	638
2015 Q1	$319K	Buy	+2,514	New	+$300K	0.12%	293

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Secor Capital Advisors's SIVB Position: Q3 2018 in Review

Secor Capital Advisors sold out of SVB Financial Group (SIVB) in Q3 2018, closing a stake of 4,037 shares — an estimated $1.17M sold.

Secor Capital Advisors first reported a position in SIVB in Q1 2015 and held it in 4 quarters. The position peaked at $1.17M in Q2 2018. 614 funds tracked by Wall St. Rank hold SIVB as of Q3 2018.

Secor Capital Advisors reported no remaining SVB Financial Group position as of Q3 2018 after selling out during the quarter.
Secor Capital Advisors sold 4,037 SVB Financial Group shares in Q3 2018, an estimated $1.17M.
Secor Capital Advisors first reported a position in SVB Financial Group in Q1 2015 and held it in 4 quarters.
Secor Capital Advisors's SVB Financial Group position peaked at $1.17M in Q2 2018.
614 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2018.

Based on Secor Capital Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.