TC
SIVB

Telemus Capital’s SVB Financial Group SIVB Stock Holding History

Telemus Capital’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
Q4 		– Sell
-3,000
Closed -$932K – 479
2018
Q3 		$932K Sell
3,000
-38
-1% -$12K 0.07% 211
2018
Q2 		$877K Buy
3,038
+38
+1% +$11.2K 0.07% 220
2018
Q1 		$720K Hold
3,000
– – 0.06% 237
2017
Q4 		$701K Buy
+3,000
New +$639K 0.05% 239

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Telemus Capital's SIVB Position: Q4 2018 in Review

Telemus Capital sold out of SVB Financial Group (SIVB) in Q4 2018, closing a stake of 3,000 shares — an estimated $932K sold.

Telemus Capital first reported a position in SIVB in Q4 2017 and held it in 4 quarters. The position peaked at $932K in Q3 2018. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

  • Telemus Capital reported no remaining SVB Financial Group position as of Q4 2018 after selling out during the quarter.
  • Telemus Capital sold 3,000 SVB Financial Group shares in Q4 2018, an estimated $932K.
  • Telemus Capital first reported a position in SVB Financial Group in Q4 2017 and held it in 4 quarters.
  • Telemus Capital's SVB Financial Group position peaked at $932K in Q3 2018.
  • 573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on Telemus Capital's 13F filing for Q4 2018, filed 6 Feb 2019.