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SVB Financial shares owned by Bellwether Investment

Quarter-by-quarter ownership of SVB Financial (SIVBQ) shares owned by Bellwether Investment from 13F filings

Historical chart of Bellwether Investment investment in SVB Financial

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All positions including SVB Financial held by Bellwether Investment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SVB Financial by Bellwether Investment

Quarter filed Position value Share count Share price at filing
2017-12-31 $242k 1.0k 233.14
2017-03-31 $15k 79 189.87
2016-12-31 $16k 95 168.42
2016-06-30 $1.0k 14 71.43

More positions owned by Bellwether Investment

First Tr Exchange Traded Fd dorsey wrt 5 etf (FV)
Home Depot (HD)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Gabelli Dividend & Income Trust (GDV)
UnitedHealth (UNH)
Apple (AAPL)
First Trust DJ Internet Index Fund (FDN)
First Trust NASDAQ-100 Tech Sector InETF (QTEC)
First Tr Exchange Traded Fd nasdaq bk etf (FTXO)
First Trust Tech AlphaDEX Fnd (FXL)
First Trust Ind/Prod AlphaDEX (FXR)
salesforce (CRM)
Pfizer (PFE)
Coca-Cola Company (KO)

View all positions for Bellwether Investment

Top funds holding SVB Financial

Bp Wealth Management
Gifford Fong Associates
Tucker Asset Management
Accent Capital Management
Meeder Asset Management
Bartlett & Co. Wealth Management
Bartlett & Co.
Pacer Advisors
FSA Wealth Management
Proequities
Huntington National Bank

View all funds holding SVB Financial