AP
SIVB

Atwood & Palmer’s SVB Financial Group SIVB Stock Holding History

Atwood & Palmer’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
-59
Closed -$7K – 423
2015
Q4 		$7K Hold
59
– – ﹤0.01% 344
2015
Q3 		$7K Buy
+59
New +$7.91K ﹤0.01% 368

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

Atwood & Palmer's SIVB Position: Q1 2016 in Review

Atwood & Palmer sold out of SVB Financial Group (SIVB) in Q1 2016, closing a stake of 59 shares — an estimated $7K sold.

Atwood & Palmer first reported a position in SIVB in Q3 2015 and held it in 2 quarters. The position peaked at $7K in Q4 2015. 343 funds tracked by Wall St. Rank hold SIVB as of Q1 2016.

  • Atwood & Palmer reported no remaining SVB Financial Group position as of Q1 2016 after selling out during the quarter.
  • Atwood & Palmer sold 59 SVB Financial Group shares in Q1 2016, an estimated $7K.
  • Atwood & Palmer first reported a position in SVB Financial Group in Q3 2015 and held it in 2 quarters.
  • Atwood & Palmer's SVB Financial Group position peaked at $7K in Q4 2015.
  • 343 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2016.

Based on Atwood & Palmer's 13F filing for Q1 2016, filed 28 Apr 2016.