SIAS
SIVB

Shine Investment Advisory Services’s SVB Financial Group SIVB Stock Holding History

Shine Investment Advisory Services’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
-51
Closed -$15K – 685
2018
Q2 		$15K Sell
51
-9
-15% -$2.64K 0.01% 483
2018
Q1 		$14K Hold
60
– – 0.01% 489
2017
Q4 		$14K Sell
60
-19
-24% -$4.05K 0.01% 496
2017
Q3 		$15K Hold
79
– – 0.01% 496
2017
Q2 		$14K Buy
+79
New +$14.2K 0.01% 484

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

Shine Investment Advisory Services's SIVB Position: Q3 2018 in Review

Shine Investment Advisory Services sold out of SVB Financial Group (SIVB) in Q3 2018, closing a stake of 51 shares — an estimated $15K sold.

Shine Investment Advisory Services first reported a position in SIVB in Q2 2017 and held it in 5 quarters. The position peaked at $15K in Q2 2018. 614 funds tracked by Wall St. Rank hold SIVB as of Q3 2018.

  • Shine Investment Advisory Services reported no remaining SVB Financial Group position as of Q3 2018 after selling out during the quarter.
  • Shine Investment Advisory Services sold 51 SVB Financial Group shares in Q3 2018, an estimated $15K.
  • Shine Investment Advisory Services first reported a position in SVB Financial Group in Q2 2017 and held it in 5 quarters.
  • Shine Investment Advisory Services's SVB Financial Group position peaked at $15K in Q2 2018.
  • 614 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2018.

Based on Shine Investment Advisory Services's 13F filing for Q3 2018, filed 13 Nov 2018.