Well Done LLC’s SVB Financial Group SIVB Stock Holding History

Well Done LLC’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 Q1	–	Sell	-3	Closed	-$1K	–	740
2018 Q4	$1K	Buy	+3	New	+$734	﹤0.01%	752

Other funds holding SIVB

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

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Well Done LLC's SIVB Position: Q1 2019 in Review

Well Done LLC sold out of SVB Financial Group (SIVB) in Q1 2019, closing a stake of 3 shares — an estimated $1K sold.

Well Done LLC first reported a position in SIVB in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 573 funds tracked by Wall St. Rank hold SIVB as of Q1 2019.

Well Done LLC reported no remaining SVB Financial Group position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 3 SVB Financial Group shares in Q1 2019, an estimated $1K.
Well Done LLC first reported a position in SVB Financial Group in Q4 2018 and held it in 1 quarter.
Well Done LLC's SVB Financial Group position peaked at $1K in Q4 2018.
573 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.