AGA
SIVB

Accuvest Global Advisors’s SVB Financial Group SIVB Stock Holding History

Accuvest 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
2016
Q1 		– Sell
-2,820
Closed -$335K – 79
2015
Q4 		$335K Hold
2,820
– – 0.15% 56
2015
Q3 		$326K Buy
+2,820
New +$378K 0.15% 54

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accuvest Global Advisors's SIVB Position: Q1 2016 in Review

Accuvest Global Advisors sold out of SVB Financial Group (SIVB) in Q1 2016, closing a stake of 2,820 shares — an estimated $335K sold.

Accuvest Global Advisors first reported a position in SIVB in Q3 2015 and held it in 2 quarters. The position peaked at $335K in Q4 2015. 343 funds tracked by Wall St. Rank hold SIVB as of Q1 2016.

  • Accuvest Global Advisors reported no remaining SVB Financial Group position as of Q1 2016 after selling out during the quarter.
  • Accuvest Global Advisors sold 2,820 SVB Financial Group shares in Q1 2016, an estimated $335K.
  • Accuvest Global Advisors first reported a position in SVB Financial Group in Q3 2015 and held it in 2 quarters.
  • Accuvest Global Advisors's SVB Financial Group position peaked at $335K in Q4 2015.
  • 343 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2016.

Based on Accuvest Global Advisors's 13F filing for Q1 2016, filed 9 May 2016.