Boston Private Bank & Trust’s SVB Financial Group SIVB Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$32K	Hold	255	–	–	﹤0.01%	648
2014 Q4	$30K	Hold	255	–	–	﹤0.01%	677
2014 Q3	$29K	Hold	255	–	–	﹤0.01%	703
2014 Q2	$30K	Hold	255	–	–	﹤0.01%	672
2014 Q1	$33K	Buy	255 +225	+750%	+$26.3K	﹤0.01%	673
2013 Q4	$3K	Hold	30	–	–	﹤0.01%	994
2013 Q3	$3K	Hold	30	–	–	﹤0.01%	925
2013 Q2	$3K	Buy	+30	New	+$2.19K	﹤0.01%	899

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Boston Private Bank & Trust's SIVB Position: Q1 2015 in Review

Boston Private Bank & Trust held its SVB Financial Group (SIVB) position steady in Q1 2015 at 255 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Boston Private Bank & Trust first reported a position in SIVB in Q2 2013 and has held it in 8 quarters since. The position peaked at $33K in Q1 2014. 307 funds tracked by Wall St. Rank hold SIVB as of Q1 2015.

Boston Private Bank & Trust held 255 shares of SVB Financial Group worth $32K as of Q1 2015.
Boston Private Bank & Trust left its SVB Financial Group share count unchanged in Q1 2015.
SVB Financial Group made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #648 holding.
Boston Private Bank & Trust first reported a position in SVB Financial Group in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's SVB Financial Group position peaked at $33K in Q1 2014.
307 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.