USCA RIA’s SVB Financial Group SIVB Stock Holding History

USCA RIA’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
2017 Q2	–	Sell	-1,200	Closed	-$223K	–	439
2017 Q1	$223K	Buy	+1,200	New	+$218K	0.03%	369

Other funds holding SIVB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

USCA RIA's SIVB Position: Q2 2017 in Review

USCA RIA sold out of SVB Financial Group (SIVB) in Q2 2017, closing a stake of 1,200 shares — an estimated $223K sold.

USCA RIA first reported a position in SIVB in Q1 2017 and held it in 1 quarter. The position peaked at $223K in Q1 2017. 423 funds tracked by Wall St. Rank hold SIVB as of Q2 2017.

USCA RIA reported no remaining SVB Financial Group position as of Q2 2017 after selling out during the quarter.
USCA RIA sold 1,200 SVB Financial Group shares in Q2 2017, an estimated $223K.
USCA RIA first reported a position in SVB Financial Group in Q1 2017 and held it in 1 quarter.
USCA RIA's SVB Financial Group position peaked at $223K in Q1 2017.
423 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2017.

Based on USCA RIA's 13F filing for Q2 2017, filed 7 Aug 2017.