Nelson Capital Management, LLC Svb Financial Group Transaction History

Nelson Capital Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 10, 2020	SELL	$188.33 - $254.21 $23,164 - $31,267	-123 Closed	0 $0
Q3 2019 Nov 08, 2019	SELL	$184.71 - $233.79 $4.06 Million - $5.13 Million	-21,964 Reduced 99.44%	123 $26,000
Q2 2019 Jul 25, 2019	SELL	$201.4 - $258.61 $64,246 - $82,496	-319 Reduced 1.42%	22,087 $4.96 Million
Q1 2019 May 09, 2019	SELL	$189.64 - $250.81 $153,608 - $203,156	-810 Reduced 3.49%	22,406 $4.98 Million
Q4 2018 Jan 30, 2019	SELL	$180.49 - $321.39 $234,997 - $418,449	-1,302 Reduced 5.31%	23,216 $4.41 Million
Q3 2018 Oct 09, 2018	BUY	$289.02 - $331.24 $49,422 - $56,642	171 Added 0.7%	24,518 $7.62 Million
Q2 2018 Jul 17, 2018	SELL	$233.42 - $325.72 $95,702 - $133,545	-410 Reduced 1.66%	24,347 $7.03 Million
Q1 2018 Apr 20, 2018	SELL	$227.08 - $270.72 $28,612 - $34,110	-126 Reduced 0.51%	24,757 $5.94 Million
Q4 2017 Jan 26, 2018	SELL	$181.64 - $241.7 $115,523 - $153,721	-636 Reduced 2.49%	24,883 $5.82 Million
Q3 2017 Nov 02, 2017	SELL	$160.72 - $187.09 $32,144 - $37,418	-200 Reduced 0.78%	25,519 $4.77 Million
Q2 2017 Aug 11, 2017	BUY	N/A	25,719	25,719 $4.52 Million

151K

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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