Smith Group Asset Management’s SVB Financial Group SIVB Stock Holding History

Smith Group Asset 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
2019 Q2	–	Sell	-80	Closed	-$18K	–	489
2019 Q1	$18K	Sell	80 -40	-33%	-$9.31K	﹤0.01%	384
2018 Q4	$23K	Sell	120 -33,260	-100%	-$8.13M	﹤0.01%	363
2018 Q3	$10.4M	Sell	33,380 -4,070	-11%	-$1.28M	0.3%	75
2018 Q2	$10.8M	Buy	+37,450	New	+$11M	0.31%	73
2018 Q1	–	Sell	-180	Closed	-$42K	–	474
2017 Q4	$42K	Buy	+180	New	+$38.4K	﹤0.01%	356
2016 Q2	–	Sell	-154,910	Closed	-$15.8M	–	539
2016 Q1	$15.8M	Buy	+154,910	New	+$15M	0.47%	67

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Smith Group Asset Management's SIVB Position: Q2 2019 in Review

Smith Group Asset Management sold out of SVB Financial Group (SIVB) in Q2 2019, closing a stake of 80 shares — an estimated $18K sold.

Smith Group Asset Management first reported a position in SIVB in Q1 2016 and held it in 6 quarters. The position peaked at $15.8M in Q1 2016. 547 funds tracked by Wall St. Rank hold SIVB as of Q2 2019.

Smith Group Asset Management reported no remaining SVB Financial Group position as of Q2 2019 after selling out during the quarter.
Smith Group Asset Management sold 80 SVB Financial Group shares in Q2 2019, an estimated $18K.
Smith Group Asset Management first reported a position in SVB Financial Group in Q1 2016 and held it in 6 quarters.
Smith Group Asset Management's SVB Financial Group position peaked at $15.8M in Q1 2016.
547 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2019.

Based on Smith Group Asset Management's 13F filing for Q2 2019, filed 8 Aug 2019.