AI
SIVB

Analytic Investors’s SVB Financial Group SIVB Stock Holding History

Analytic Investors’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
2014
Q2 		– Sell
-14,457
Closed -$1.86M – 671
2014
Q1 		$1.86M Buy
+14,457
New +$1.69M 0.03% 294

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Analytic Investors's SIVB Position: Q2 2014 in Review

Analytic Investors sold out of SVB Financial Group (SIVB) in Q2 2014, closing a stake of 14,457 shares — an estimated $1.86M sold.

Analytic Investors first reported a position in SIVB in Q1 2014 and held it in 1 quarter. The position peaked at $1.86M in Q1 2014. 299 funds tracked by Wall St. Rank hold SIVB as of Q2 2014.

  • Analytic Investors reported no remaining SVB Financial Group position as of Q2 2014 after selling out during the quarter.
  • Analytic Investors sold 14,457 SVB Financial Group shares in Q2 2014, an estimated $1.86M.
  • Analytic Investors first reported a position in SVB Financial Group in Q1 2014 and held it in 1 quarter.
  • Analytic Investors's SVB Financial Group position peaked at $1.86M in Q1 2014.
  • 299 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2014.

Based on Analytic Investors's 13F filing for Q2 2014, filed 13 Aug 2014.