SEIA
SIVB

Signature Estate & Investment Advisors’s SVB Financial Group SIVB Stock Holding History

Signature Estate & Investment 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
2019
Q1 		– Sell
-4,381
Closed -$832K – 184
2018
Q4 		$832K Buy
+4,381
New +$1.07M 0.07% 106

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Signature Estate & Investment Advisors's SIVB Position: Q1 2019 in Review

Signature Estate & Investment Advisors sold out of SVB Financial Group (SIVB) in Q1 2019, closing a stake of 4,381 shares — an estimated $832K sold.

Signature Estate & Investment Advisors first reported a position in SIVB in Q4 2018 and held it in 1 quarter. The position peaked at $832K in Q4 2018. 573 funds tracked by Wall St. Rank hold SIVB as of Q1 2019.

  • Signature Estate & Investment Advisors reported no remaining SVB Financial Group position as of Q1 2019 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 4,381 SVB Financial Group shares in Q1 2019, an estimated $832K.
  • Signature Estate & Investment Advisors first reported a position in SVB Financial Group in Q4 2018 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's SVB Financial Group position peaked at $832K in Q4 2018.
  • 573 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2019.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2019, filed 1 May 2019.