WIS
SIVB

Wright Investors Service’s SVB Financial Group SIVB Stock Holding History

Wright Investors Service’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
Q3 		– Sell
-2,562
Closed -$576K – 169
2019
Q2 		$576K Buy
+2,562
New +$592K 0.22% 100
2017
Q2 		– Sell
-2,710
Closed -$504K – 253
2017
Q1 		$504K Sell
2,710
-4,440
-62% -$807K 0.2% 146
2016
Q4 		$1.23M Buy
+7,150
New +$1.03M 0.53% 57

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wright Investors Service's SIVB Position: Q3 2019 in Review

Wright Investors Service sold out of SVB Financial Group (SIVB) in Q3 2019, closing a stake of 2,562 shares — an estimated $576K sold.

Wright Investors Service first reported a position in SIVB in Q4 2016 and held it in 3 quarters. The position peaked at $1.23M in Q4 2016. 546 funds tracked by Wall St. Rank hold SIVB as of Q3 2019.

  • Wright Investors Service reported no remaining SVB Financial Group position as of Q3 2019 after selling out during the quarter.
  • Wright Investors Service sold 2,562 SVB Financial Group shares in Q3 2019, an estimated $576K.
  • Wright Investors Service first reported a position in SVB Financial Group in Q4 2016 and held it in 3 quarters.
  • Wright Investors Service's SVB Financial Group position peaked at $1.23M in Q4 2016.
  • 546 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2019.

Based on Wright Investors Service's 13F filing for Q3 2019, filed 1 Nov 2019.