Texas Yale Capital Corp’s SVB Financial Group SIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,200
Closed -$373K 454
2018
Q3
$373K Hold
1,200
0.03% 358
2018
Q2
$347K Buy
+1,200
New +$353K 0.03% 362
2017
Q4
Sell
-2,000
Closed -$374K 459
2017
Q3
$374K Hold
2,000
0.03% 357
2017
Q2
$352K Hold
2,000
0.03% 359
2017
Q1
$372K Buy
+2,000
New +$364K 0.03% 347

Other funds holding SIVB

Texas Yale Capital Corp's SIVB Position: Q4 2018 in Review

Texas Yale Capital Corp sold out of SVB Financial Group (SIVB) in Q4 2018, closing a stake of 1,200 shares — an estimated $373K sold.

Texas Yale Capital Corp first reported a position in SIVB in Q1 2017 and held it in 5 quarters. The position peaked at $374K in Q3 2017. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

  • Texas Yale Capital Corp reported no remaining SVB Financial Group position as of Q4 2018 after selling out during the quarter.
  • Texas Yale Capital Corp sold 1,200 SVB Financial Group shares in Q4 2018, an estimated $373K.
  • Texas Yale Capital Corp first reported a position in SVB Financial Group in Q1 2017 and held it in 5 quarters.
  • Texas Yale Capital Corp's SVB Financial Group position peaked at $374K in Q3 2017.
  • 573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on Texas Yale Capital Corp's 13F filing for Q4 2018, filed 11 Feb 2019.