CIM
SIVB

Calvert Investment Management’s SVB Financial Group SIVB Stock Holding History

Calvert Investment Management’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
Q1 		– Sell
-44,184
Closed -$7.58M – 772
2016
Q4 		$7.58M Sell
44,184
-9,507
-18% -$1.36M 0.28% 100
2016
Q3 		$5.93M Buy
53,691
+14,662
+38% +$1.53M 0.22% 135
2016
Q2 		$3.71M Sell
39,029
-4,933
-11% -$505K 0.15% 160
2016
Q1 		$4.49M Sell
43,962
-13,054
-23% -$1.26M 0.2% 104
2015
Q4 		$6.78M Sell
57,016
-25,460
-31% -$3.16M 0.31% 66
2015
Q3 		$9.53M Sell
82,476
-6,319
-7% -$847K 0.48% 52
2015
Q2 		$12.8M Buy
88,795
+2,742
+3% +$371K 0.57% 45
2015
Q1 		$10.9M Buy
86,053
+10,473
+14% +$1.25M 0.71% 36
2014
Q4 		$8.77M Buy
75,580
+11,268
+18% +$1.23M 0.6% 49
2014
Q3 		$7.21M Buy
64,312
+47,797
+289% +$5.3M 0.53% 58
2014
Q2 		$1.93M Buy
16,515
+518
+3% +$57.8K 0.13% 134
2014
Q1 		$2.06M Buy
15,997
+147
+0.9% +$17.2K 0.15% 129
2013
Q4 		$1.66M Sell
15,850
-34,093
-68% -$3.34M 0.12% 135
2013
Q3 		$4.31M Sell
49,943
-10
-0% -$864 0.54% 73
2013
Q2 		$4.16M Buy
+49,953
New +$3.65M 0.57% 63

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Calvert Investment Management's SIVB Position: Q1 2017 in Review

Calvert Investment Management sold out of SVB Financial Group (SIVB) in Q1 2017, closing a stake of 44,184 shares — an estimated $7.58M sold.

Calvert Investment Management first reported a position in SIVB in Q2 2013 and held it in 15 quarters. The position peaked at $12.8M in Q2 2015. 391 funds tracked by Wall St. Rank hold SIVB as of Q1 2017.

  • Calvert Investment Management reported no remaining SVB Financial Group position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 44,184 SVB Financial Group shares in Q1 2017, an estimated $7.58M.
  • Calvert Investment Management first reported a position in SVB Financial Group in Q2 2013 and held it in 15 quarters.
  • Calvert Investment Management's SVB Financial Group position peaked at $12.8M in Q2 2015.
  • 391 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.