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SVB Financial shares owned by Jacobus Wealth Management

Quarter-by-quarter ownership of SVB Financial (SIVBQ) shares owned by Jacobus Wealth Management from 13F filings

Historical chart of Jacobus Wealth Management investment in SVB Financial

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All positions including SVB Financial held by Jacobus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SVB Financial by Jacobus Wealth Management

Quarter filed Position value Share count Share price at filing
2013-03-31 $638k 9.0k 70.89
2012-12-31 $504k 9.0k 56.00
2012-09-30 $544k 9.0k 60.44
2012-06-30 $528k 9.0k 58.67
2012-03-31 $579k 9.0k 64.33
2011-12-31 $429k 9.0k 47.67
2011-09-30 $333k 9.0k 37.00
2011-06-30 $597k 10k 59.70
2011-03-31 $569k 10k 56.90

More positions owned by Jacobus Wealth Management

Spdr S&p 500 Etf (SPY)
JPMorgan Chase & Co. (JPM)
wisdomtreetrusdivd.. (DGRW)
SPDR S&P MidCap 400 ETF (MDY)
Wisdomtree Tr itl hdg div gt (IHDG)
Vanguard Dividend Appreciation ETF (VIG)
WisdomTree MidCap Dividend Fund (DON)
iShares S&P SmallCap 600 Index (IJR)
WisdomTree SmallCap Dividend Fund (DES)
BP (BP)
Powershares Etf Tr Ii s^p500 low vol
Wisdomtree Tr intl hedge eqt (HEDJ)
Vanguard Mid-Cap ETF (VO)
CenterState Banks
WisdomTree Japan Total Dividend (DXJ)

View all positions for Jacobus Wealth Management

Top funds holding SVB Financial

Meeder Asset Management
Sittner & Nelson
Huntington National Bank
Proequities

View all funds holding SVB Financial