SFG
SIVB

SevenBridge Financial Group’s SVB Financial Group SIVB Stock Holding History

SevenBridge Financial Group’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
Q4 		– Sell
-205
Closed -$64K – 630
2018
Q3 		$64K Sell
205
-80
-28% -$25.2K 0.03% 203
2018
Q2 		$82K Buy
285
+127
+80% +$37.3K 0.05% 195
2018
Q1 		$38K Buy
+158
New +$39.7K 0.02% 275

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SevenBridge Financial Group's SIVB Position: Q4 2018 in Review

SevenBridge Financial Group sold out of SVB Financial Group (SIVB) in Q4 2018, closing a stake of 205 shares — an estimated $64K sold.

SevenBridge Financial Group first reported a position in SIVB in Q1 2018 and held it in 3 quarters. The position peaked at $82K in Q2 2018. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

  • SevenBridge Financial Group reported no remaining SVB Financial Group position as of Q4 2018 after selling out during the quarter.
  • SevenBridge Financial Group sold 205 SVB Financial Group shares in Q4 2018, an estimated $64K.
  • SevenBridge Financial Group first reported a position in SVB Financial Group in Q1 2018 and held it in 3 quarters.
  • SevenBridge Financial Group's SVB Financial Group position peaked at $82K in Q2 2018.
  • 573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on SevenBridge Financial Group's 13F filing for Q4 2018, filed 14 Feb 2019.