Trust Company of Vermont’s SVB Financial Group SIVB Stock Holding History

Trust Company of Vermont’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 Q4	–	Sell	-31	Closed	-$6K	–	1000
2019 Q3	$6K	Sell	31 -5	-14%	-$1.05K	﹤0.01%	816
2019 Q2	$8K	Buy	36 +5	+16%	+$1.16K	﹤0.01%	783
2019 Q1	$7K	Hold	31	–	–	﹤0.01%	768
2018 Q4	$6K	Hold	31	–	–	﹤0.01%	821
2018 Q3	$10K	Hold	31	–	–	﹤0.01%	821
2018 Q2	$9K	Hold	31	–	–	﹤0.01%	868
2018 Q1	$7K	Hold	31	–	–	﹤0.01%	802
2017 Q4	$7K	Hold	31	–	–	﹤0.01%	813
2017 Q3	$6K	Hold	31	–	–	﹤0.01%	799
2017 Q2	$5K	Buy	+31	New	+$5.55K	﹤0.01%	831
2016 Q3	–	Sell	-90	Closed	-$9K	–	914
2016 Q2	$9K	Buy	+90	New	+$9.21K	﹤0.01%	631
2016 Q1	–	Sell	-91	Closed	-$11K	–	829
2015 Q4	$11K	Buy	91 +16	+21%	+$1.99K	﹤0.01%	619
2015 Q3	$9K	Hold	75	–	–	﹤0.01%	648
2015 Q2	$11K	Hold	75	–	–	﹤0.01%	634
2015 Q1	$10K	Hold	75	–	–	﹤0.01%	639
2014 Q4	$9K	Hold	75	–	–	﹤0.01%	663
2014 Q3	$8K	Buy	+75	New	+$8.32K	﹤0.01%	680

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Trust Company of Vermont's SIVB Position: Q4 2019 in Review

Trust Company of Vermont sold out of SVB Financial Group (SIVB) in Q4 2019, closing a stake of 31 shares — an estimated $6K sold.

Trust Company of Vermont first reported a position in SIVB in Q3 2014 and held it in 17 quarters. The position peaked at $11K in Q4 2015. 560 funds tracked by Wall St. Rank hold SIVB as of Q4 2019.

Trust Company of Vermont reported no remaining SVB Financial Group position as of Q4 2019 after selling out during the quarter.
Trust Company of Vermont sold 31 SVB Financial Group shares in Q4 2019, an estimated $6K.
Trust Company of Vermont first reported a position in SVB Financial Group in Q3 2014 and held it in 17 quarters.
Trust Company of Vermont's SVB Financial Group position peaked at $11K in Q4 2015.
560 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2019.

Based on Trust Company of Vermont's 13F filing for Q4 2019, filed 6 Feb 2020.