1GA
SIVB

1st Global Advisors’s SVB Financial Group SIVB Stock Holding History

1st Global Advisors’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
2017
Q2 		– Sell
-3,053
Closed -$568K – 551
2017
Q1 		$568K Sell
3,053
-199
-6% -$36.2K 0.07% 249
2016
Q4 		$558K Sell
3,252
-27
-0.8% -$3.87K 0.07% 240
2016
Q3 		$362K Buy
3,279
+797
+32% +$83K 0.05% 321
2016
Q2 		$236K Buy
2,482
+339
+16% +$34.7K 0.03% 420
2016
Q1 		$219K Buy
+2,143
New +$207K 0.03% 453

Other funds holding SIVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

1st Global Advisors's SIVB Position: Q2 2017 in Review

1st Global Advisors sold out of SVB Financial Group (SIVB) in Q2 2017, closing a stake of 3,053 shares — an estimated $568K sold.

1st Global Advisors first reported a position in SIVB in Q1 2016 and held it in 5 quarters. The position peaked at $568K in Q1 2017. 423 funds tracked by Wall St. Rank hold SIVB as of Q2 2017.

  • 1st Global Advisors reported no remaining SVB Financial Group position as of Q2 2017 after selling out during the quarter.
  • 1st Global Advisors sold 3,053 SVB Financial Group shares in Q2 2017, an estimated $568K.
  • 1st Global Advisors first reported a position in SVB Financial Group in Q1 2016 and held it in 5 quarters.
  • 1st Global Advisors's SVB Financial Group position peaked at $568K in Q1 2017.
  • 423 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.