Steel Grove Capital Advisors’s SVB Financial Group SIVB Stock Holding History

Steel Grove Capital 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	-1,100	Closed	-$209K	–	312
2018 Q4	$209K	Hold	1,100	–	–	0.03%	290
2018 Q3	$342K	Hold	1,100	–	–	0.05%	241
2018 Q2	$318K	Hold	1,100	–	–	0.05%	241
2018 Q1	$264K	Hold	1,100	–	–	0.04%	261
2017 Q4	$257K	Hold	1,100	–	–	0.04%	258
2017 Q3	$206K	Buy	+1,100	New	+$193K	0.04%	270
2017 Q2	–	Sell	-1,100	Closed	-$205K	–	301
2017 Q1	$205K	Buy	+1,100	New	+$200K	0.04%	258

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Steel Grove Capital Advisors's SIVB Position: Q1 2019 in Review

Steel Grove Capital Advisors sold out of SVB Financial Group (SIVB) in Q1 2019, closing a stake of 1,100 shares — an estimated $209K sold.

Steel Grove Capital Advisors first reported a position in SIVB in Q1 2017 and held it in 7 quarters. The position peaked at $342K in Q3 2018. 573 funds tracked by Wall St. Rank hold SIVB as of Q1 2019.

Steel Grove Capital Advisors reported no remaining SVB Financial Group position as of Q1 2019 after selling out during the quarter.
Steel Grove Capital Advisors sold 1,100 SVB Financial Group shares in Q1 2019, an estimated $209K.
Steel Grove Capital Advisors first reported a position in SVB Financial Group in Q1 2017 and held it in 7 quarters.
Steel Grove Capital Advisors's SVB Financial Group position peaked at $342K in Q3 2018.
573 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.