AIM
SIVB

Acrospire Investment Management’s SVB Financial Group SIVB Stock Holding History

Acrospire Investment Management’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
Q3 		– Sell
-100
Closed -$10K – 2358
2016
Q2 		$10K Sell
100
-600
-86% -$61.4K 0.01% 1764
2016
Q1 		$71K Buy
+700
New +$67.7K 0.05% 624

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acrospire Investment Management's SIVB Position: Q3 2016 in Review

Acrospire Investment Management sold out of SVB Financial Group (SIVB) in Q3 2016, closing a stake of 100 shares — an estimated $10K sold.

Acrospire Investment Management first reported a position in SIVB in Q1 2016 and held it in 2 quarters. The position peaked at $71K in Q1 2016. 326 funds tracked by Wall St. Rank hold SIVB as of Q3 2016.

  • Acrospire Investment Management reported no remaining SVB Financial Group position as of Q3 2016 after selling out during the quarter.
  • Acrospire Investment Management sold 100 SVB Financial Group shares in Q3 2016, an estimated $10K.
  • Acrospire Investment Management first reported a position in SVB Financial Group in Q1 2016 and held it in 2 quarters.
  • Acrospire Investment Management's SVB Financial Group position peaked at $71K in Q1 2016.
  • 326 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2016.

Based on Acrospire Investment Management's 13F filing for Q3 2016, filed 10 Nov 2016.