ST
SIVB

Spot Trading’s SVB Financial Group SIVB Stock Holding History

Spot Trading’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
2017
Q3 		$3.5M Buy
18,700
+14,000
+298% +$2.46M 0.06% 434
2017
Q2 		$826K Sell
4,700
-2,000
-30% -$358K 0.02% 1229
2017
Q1 		$1.25M Buy
+6,700
New +$1.22M 0.04% 611
2015
Q4 		– Sell
-4,400
Closed -$508K – 4504
2015
Q3 		$508K Hold
4,400
– – ﹤0.01% 2043
2015
Q2 		$634K Buy
+4,400
New +$595K 0.01% 1948

Other funds holding SIVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Spot Trading's SIVB Position: Q3 2017 in Review

Spot Trading increased its SVB Financial Group (SIVB) stake by 50% in Q3 2017, buying an estimated $70.5K and bringing the position to 1,202 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

Spot Trading first reported a position in SIVB in Q2 2014 and has held it in 6 quarters since. The position peaked at $358K in Q2 2015. 422 funds tracked by Wall St. Rank hold SIVB as of Q3 2017.

  • Spot Trading held 1,202 shares of SVB Financial Group worth $225K as of Q3 2017.
  • Spot Trading bought 401 SVB Financial Group shares in Q3 2017, an estimated $70.5K.
  • SVB Financial Group made up ﹤0.01% of Spot Trading's portfolio in Q3 2017, its #2163 holding.
  • Spot Trading first reported a position in SVB Financial Group in Q2 2014 and has held it in 6 quarters since.
  • Spot Trading's SVB Financial Group position peaked at $358K in Q2 2015.
  • 422 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.