WA
SIVB

Winfield Associates’s SVB Financial Group SIVB Stock Holding History

Winfield Associates’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
Q1 		– Sell
-25
Closed -$6K – 804
2017
Q4 		$6K Hold
25
– – ﹤0.01% 507
2017
Q3 		$5K Hold
25
– – ﹤0.01% 508
2017
Q2 		$4K Hold
25
– – ﹤0.01% 609
2017
Q1 		$5K Hold
25
– – ﹤0.01% 482
2016
Q4 		$4K Hold
25
– – ﹤0.01% 484
2016
Q3 		$3K Buy
25
+5
+25% +$520 ﹤0.01% 517
2016
Q2 		$2K Hold
20
– – ﹤0.01% 569
2016
Q1 		$2K Buy
+20
New +$1.94K ﹤0.01% 537

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Winfield Associates's SIVB Position: Q1 2018 in Review

Winfield Associates sold out of SVB Financial Group (SIVB) in Q1 2018, closing a stake of 25 shares — an estimated $6K sold.

Winfield Associates first reported a position in SIVB in Q1 2016 and held it in 8 quarters. The position peaked at $6K in Q4 2017. 530 funds tracked by Wall St. Rank hold SIVB as of Q1 2018.

  • Winfield Associates reported no remaining SVB Financial Group position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 25 SVB Financial Group shares in Q1 2018, an estimated $6K.
  • Winfield Associates first reported a position in SVB Financial Group in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's SVB Financial Group position peaked at $6K in Q4 2017.
  • 530 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.