BIG
SIVB

Bellwether Investment Group’s SVB Financial Group SIVB Stock Holding History

Bellwether Investment Group’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 		$242K Buy
+1,038
New +$221K 0.97% 49
2017
Q2 		– Sell
-79
Closed -$15K – 771
2017
Q1 		$15K Sell
79
-16
-17% -$2.91K 0.04% 398
2016
Q4 		$16K Buy
+95
New +$13.6K 0.01% 522
2016
Q2 		$1K Buy
+14
New +$1.43K ﹤0.01% 645

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

Bellwether Investment Group's SIVB Position: Q4 2017 in Review

Bellwether Investment Group opened a new position in SVB Financial Group (SIVB) in Q4 2017: 1,038 shares worth $242K. The stake represents 0.97% of the portfolio and ranks #49 among its holdings. This is a return to the name: Bellwether Investment Group previously reported a position in SIVB as recently as Q1 2017.

Bellwether Investment Group first reported a position in SIVB in Q2 2016 and has held it in 4 quarters since. 478 funds tracked by Wall St. Rank hold SIVB as of Q4 2017.

  • Bellwether Investment Group held 1,038 shares of SVB Financial Group worth $242K as of Q4 2017.
  • SVB Financial Group was a new Bellwether Investment Group position in Q4 2017.
  • SVB Financial Group made up 0.97% of Bellwether Investment Group's portfolio in Q4 2017, its #49 holding.
  • Bellwether Investment Group first reported a position in SVB Financial Group in Q2 2016 and has held it in 4 quarters since.
  • 478 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.