SFI
SIVB

SPC Financial Inc’s SVB Financial Group SIVB Stock Holding History

SPC Financial Inc’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
Q3 		– Sell
-3,617
Closed -$812K – 137
2019
Q2 		$812K Sell
3,617
-180
-5% -$41.6K 0.16% 73
2019
Q1 		$844K Buy
3,797
+1,125
+42% +$262K 0.18% 68
2018
Q4 		$507K Hold
2,672
– – 0.14% 79
2018
Q3 		$831K Buy
2,672
+100
+4% +$31.6K 0.17% 72
2018
Q2 		$743K Buy
2,572
+940
+58% +$276K 0.16% 71
2018
Q1 		$392K Buy
+1,632
New +$410K 0.09% 95

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SPC Financial Inc's SIVB Position: Q3 2019 in Review

SPC Financial Inc sold out of SVB Financial Group (SIVB) in Q3 2019, closing a stake of 3,617 shares — an estimated $812K sold.

SPC Financial Inc first reported a position in SIVB in Q1 2018 and held it in 6 quarters. The position peaked at $844K in Q1 2019. 546 funds tracked by Wall St. Rank hold SIVB as of Q3 2019.

  • SPC Financial Inc reported no remaining SVB Financial Group position as of Q3 2019 after selling out during the quarter.
  • SPC Financial Inc sold 3,617 SVB Financial Group shares in Q3 2019, an estimated $812K.
  • SPC Financial Inc first reported a position in SVB Financial Group in Q1 2018 and held it in 6 quarters.
  • SPC Financial Inc's SVB Financial Group position peaked at $844K in Q1 2019.
  • 546 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2019.

Based on SPC Financial Inc's 13F filing for Q3 2019, filed 18 Oct 2019.