WSTAM
SIVB

Wilbanks Smith & Thomas Asset Management’s SVB Financial Group SIVB Stock Holding History

Wilbanks Smith & Thomas Asset 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
-114
Closed -$36K – 1582
2018
Q3 		$36K Buy
+114
New +$36K ﹤0.01% 752

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

Wilbanks Smith & Thomas Asset Management's SIVB Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of SVB Financial Group (SIVB) in Q4 2018, closing a stake of 114 shares — an estimated $36K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SIVB in Q3 2018 and held it in 1 quarter. The position peaked at $36K in Q3 2018. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining SVB Financial Group position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 114 SVB Financial Group shares in Q4 2018, an estimated $36K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in SVB Financial Group in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's SVB Financial Group position peaked at $36K in Q3 2018.
  • 573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.