STA
SIVB

Summit Trail Advisors’s SVB Financial Group SIVB Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-57
Closed -$15K – 2140
2017
Q4 		$15K Buy
+57
New +$12.1K ﹤0.01% 1126

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Trail Advisors's SIVB Position: Q1 2018 in Review

Summit Trail Advisors sold out of SVB Financial Group (SIVB) in Q1 2018, closing a stake of 57 shares — an estimated $15K sold.

Summit Trail Advisors first reported a position in SIVB in Q4 2017 and held it in 1 quarter. The position peaked at $15K in Q4 2017. 530 funds tracked by Wall St. Rank hold SIVB as of Q1 2018.

  • Summit Trail Advisors reported no remaining SVB Financial Group position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 57 SVB Financial Group shares in Q1 2018, an estimated $15K.
  • Summit Trail Advisors first reported a position in SVB Financial Group in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's SVB Financial Group position peaked at $15K in Q4 2017.
  • 530 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.