AC
SIVB

Alexandria Capital’s SVB Financial Group SIVB Stock Holding History

Alexandria Capital’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
Q4 		– Sell
-125
Closed -$23K – 611
2017
Q3 		$23K Hold
125
– – 0.01% 341
2017
Q2 		$22K Hold
125
– – 0.01% 344
2017
Q1 		$23K Hold
125
– – 0.01% 338
2016
Q4 		$21K Hold
125
– – 0.01% 347
2016
Q3 		$14K Hold
125
– – ﹤0.01% 380
2016
Q2 		$12K Hold
125
– – ﹤0.01% 390
2016
Q1 		$13K Hold
125
– – ﹤0.01% 386
2015
Q4 		$15K Hold
125
– – ﹤0.01% 402
2015
Q3 		$14K Hold
125
– – ﹤0.01% 373
2015
Q2 		$18K Hold
125
– – ﹤0.01% 357
2015
Q1 		$16K Hold
125
– – 0.01% 336
2014
Q4 		$15K Buy
+125
New +$13.6K 0.01% 320

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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 $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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Alexandria Capital's SIVB Position: Q4 2017 in Review

Alexandria Capital sold out of SVB Financial Group (SIVB) in Q4 2017, closing a stake of 125 shares — an estimated $23K sold.

Alexandria Capital first reported a position in SIVB in Q4 2014 and held it in 12 quarters. The position peaked at $23K in Q3 2017. 478 funds tracked by Wall St. Rank hold SIVB as of Q4 2017.

  • Alexandria Capital reported no remaining SVB Financial Group position as of Q4 2017 after selling out during the quarter.
  • Alexandria Capital sold 125 SVB Financial Group shares in Q4 2017, an estimated $23K.
  • Alexandria Capital first reported a position in SVB Financial Group in Q4 2014 and held it in 12 quarters.
  • Alexandria Capital's SVB Financial Group position peaked at $23K in Q3 2017.
  • 478 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2017.

Based on Alexandria Capital's 13F filing for Q4 2017, filed 9 Feb 2018.