WIM
SIVB

Westside Investment Management’s SVB Financial Group SIVB Stock Holding History

Westside Investment Management’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
-55
Closed -$17.2K – 845
2018
Q3 		$17.2K Hold
55
– – 0.01% 389
2018
Q2 		$16.1K Sell
55
-2
-4% -$588 0.01% 452
2018
Q1 		$13.3K Sell
57
-6
-10% -$1.51K 0.01% 481
2017
Q4 		$15.3K Sell
63
-23
-27% -$4.9K 0.01% 471
2017
Q3 		$16.2K Hold
86
– – 0.01% 440
2017
Q2 		$15.6K Buy
86
+7
+9% +$1.25K 0.01% 428
2017
Q1 		$14.1K Buy
79
+9
+13% +$1.64K 0.01% 418
2016
Q4 		$12.4K Buy
+70
New +$10K 0.01% 352

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

Westside Investment Management's SIVB Position: Q4 2018 in Review

Westside Investment Management sold out of SVB Financial Group (SIVB) in Q4 2018, closing a stake of 55 shares — an estimated $17.2K sold.

Westside Investment Management first reported a position in SIVB in Q4 2016 and held it in 8 quarters. The position peaked at $17.2K in Q3 2018. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

  • Westside Investment Management reported no remaining SVB Financial Group position as of Q4 2018 after selling out during the quarter.
  • Westside Investment Management sold 55 SVB Financial Group shares in Q4 2018, an estimated $17.2K.
  • Westside Investment Management first reported a position in SVB Financial Group in Q4 2016 and held it in 8 quarters.
  • Westside Investment Management's SVB Financial Group position peaked at $17.2K in Q3 2018.
  • 573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.