WHG
SIVB

Westwood Holdings Group’s SVB Financial Group SIVB Stock Holding History

Westwood Holdings Group’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
-8,736
Closed -$2.71M – 431
2018
Q3 		$2.71M Hold
8,736
– – 0.02% 256
2018
Q2 		$2.52M Sell
8,736
-8,250
-49% -$2.42M 0.02% 269
2018
Q1 		$4.08M Hold
16,986
– – 0.03% 239
2017
Q4 		$3.97M Hold
16,986
– – 0.03% 249
2017
Q3 		$3.18M Hold
16,986
– – 0.03% 254
2017
Q2 		$2.99M Hold
16,986
– – 0.02% 259
2017
Q1 		$3.16M Hold
16,986
– – 0.03% 259
2016
Q4 		$2.92M Sell
16,986
-11,900
-41% -$1.71M 0.02% 282
2016
Q3 		$3.19M Hold
28,886
– – 0.03% 268
2016
Q2 		$2.75M Hold
28,886
– – 0.02% 270
2016
Q1 		$2.95M Hold
28,886
– – 0.03% 260
2015
Q4 		$3.44M Sell
28,886
-125,974
-81% -$15.6M 0.03% 256
2015
Q3 		$17.9M Sell
154,860
-525,375
-77% -$70.4M 0.16% 140
2015
Q2 		$97.9M Sell
680,235
-86,688
-11% -$11.7M 0.74% 42
2015
Q1 		$97.4M Sell
766,923
-9,350
-1% -$1.12M 0.74% 44
2014
Q4 		$90.1M Buy
776,273
+3,060
+0.4% +$334K 0.69% 51
2014
Q3 		$86.7M Buy
773,213
+1,123
+0.1% +$125K 0.68% 53
2014
Q2 		$90M Buy
772,090
+37,459
+5% +$4.18M 0.66% 56
2014
Q1 		$94.6M Sell
734,631
-132,675
-15% -$15.5M 0.73% 50
2013
Q4 		$90.9M Sell
867,306
-93,691
-10% -$9.17M 0.7% 55
2013
Q3 		$83M Buy
960,997
+43,590
+5% +$3.77M 0.7% 57
2013
Q2 		$76.4M Buy
+917,407
New +$67.1M 0.67% 58

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

Westwood Holdings Group's SIVB Position: Q4 2018 in Review

Westwood Holdings Group sold out of SVB Financial Group (SIVB) in Q4 2018, closing a stake of 8,736 shares — an estimated $2.71M sold.

Westwood Holdings Group first reported a position in SIVB in Q2 2013 and held it in 22 quarters. The position peaked at $97.9M in Q2 2015. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

  • Westwood Holdings Group reported no remaining SVB Financial Group position as of Q4 2018 after selling out during the quarter.
  • Westwood Holdings Group sold 8,736 SVB Financial Group shares in Q4 2018, an estimated $2.71M.
  • Westwood Holdings Group first reported a position in SVB Financial Group in Q2 2013 and held it in 22 quarters.
  • Westwood Holdings Group's SVB Financial Group position peaked at $97.9M in Q2 2015.
  • 573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on Westwood Holdings Group's 13F filing for Q4 2018, filed 14 Feb 2019.