SSWM
SIVB

Sheets Smith Wealth Management’s SVB Financial Group SIVB Stock Holding History

Sheets Smith Wealth Management’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
-2,462
Closed -$765K – 352
2018
Q3 		$765K Buy
2,462
+438
+22% +$138K 0.16% 162
2018
Q2 		$584K Buy
2,024
+4
+0.2% +$1.18K 0.14% 171
2018
Q1 		$485K Buy
2,020
+8
+0.4% +$2.01K 0.12% 190
2017
Q4 		$470K Buy
2,012
+101
+5% +$21.5K 0.11% 198
2017
Q3 		$358K Sell
1,911
-12
-0.6% -$2.11K 0.09% 222
2017
Q2 		$338K Sell
1,923
-76
-4% -$13.6K 0.09% 213
2017
Q1 		$372K Buy
+1,999
New +$363K 0.1% 206

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sheets Smith Wealth Management's SIVB Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of SVB Financial Group (SIVB) in Q4 2018, closing a stake of 2,462 shares — an estimated $765K sold.

Sheets Smith Wealth Management first reported a position in SIVB in Q1 2017 and held it in 7 quarters. The position peaked at $765K in Q3 2018. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

  • Sheets Smith Wealth Management reported no remaining SVB Financial Group position as of Q4 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 2,462 SVB Financial Group shares in Q4 2018, an estimated $765K.
  • Sheets Smith Wealth Management first reported a position in SVB Financial Group in Q1 2017 and held it in 7 quarters.
  • Sheets Smith Wealth Management's SVB Financial Group position peaked at $765K in Q3 2018.
  • 573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.