Ascent Wealth Partners, LLC Svb Financial Group Transaction History

Ascent Wealth Partners, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Oct 22, 2019	SELL	$184.71 - $233.79 $333,770 - $422,458	-1,807 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$201.4 - $258.61 $26,182 - $33,619	130 Added 7.75%	1,807 $405,000
Q1 2019 May 13, 2019	BUY	$189.64 - $250.81 $40,772 - $53,924	215 Added 14.71%	1,677 $373,000
Q4 2018 Feb 13, 2019	SELL	$180.49 - $321.39 $76,527 - $136,269	-424 Reduced 22.48%	1,462 $278,000
Q3 2018 Aug 21, 2019	BUY	$289.02 - $331.24 $26,011 - $29,811	90 Added 5.01%	1,886 $586,000
Q2 2018 Aug 21, 2019	BUY	$233.42 - $325.72 $8,869 - $12,377	38 Added 2.16%	1,796 $519,000
Q1 2018 Aug 21, 2019	BUY	$227.08 - $270.72 $399,206 - $475,925	1,758 New	1,758 $422,000
Q1 2016 Aug 21, 2019	SELL	N/A	-4,375 Closed	0 $0
Q4 2015 Aug 21, 2019	BUY	N/A	75 Added 1.74%	4,375 $520,000
Q3 2015 Aug 21, 2019	BUY	N/A	155 Added 3.74%	4,300 $497,000
Q2 2015 Aug 21, 2019	BUY	N/A	290 Added 7.52%	4,145 $597,000
Q1 2015 Aug 21, 2019	BUY	N/A	90 Added 2.39%	3,855 $490,000
Q4 2014 Aug 21, 2019	BUY	N/A	160 Added 4.44%	3,765 $437,000
Q3 2014 Aug 21, 2019	BUY	N/A	950 Added 35.78%	3,605 $404,000
Q2 2014 Aug 21, 2019	BUY	N/A	2,655	2,655 $310,000

137K

Ticker SIVB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,104,100
Market Cap $28.4M
Description
SVB Financial Group, a diversified financial services company, offers various banking and financial products and services. It operates through four segments: Global Commercial Bank, SVB Private Bank, SVB Capital, and SVB Securities. The Global Commercial Bank segment provides commercial banking products and services, including credit, treasury m...

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