WWM
SIVB

Willingdon Wealth Management’s SVB Financial Group SIVB Stock Holding History

Willingdon Wealth 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
2019
Q4 		– Sell
-4
Closed -$1K – 577
2019
Q3 		$1K Buy
+4
New +$838 ﹤0.01% 497

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Willingdon Wealth Management's SIVB Position: Q4 2019 in Review

Willingdon Wealth Management sold out of SVB Financial Group (SIVB) in Q4 2019, closing a stake of 4 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in SIVB in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 560 funds tracked by Wall St. Rank hold SIVB as of Q4 2019.

  • Willingdon Wealth Management reported no remaining SVB Financial Group position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 4 SVB Financial Group shares in Q4 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in SVB Financial Group in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's SVB Financial Group position peaked at $1K in Q3 2019.
  • 560 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.