CPIM
SIVB

Columbia Partners Investment Management’s SVB Financial Group SIVB Stock Holding History

Columbia Partners 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
2018
Q4 		$1.1M Sell
5,797
-1,339
-19% -$327K 0.43% 77
2018
Q3 		$2.22M Hold
7,136
– – 0.57% 50
2018
Q2 		$2.06M Buy
7,136
+2,379
+50% +$699K 0.59% 50
2018
Q1 		$1.14M Buy
+4,757
New +$1.19M 0.15% 180

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Columbia Partners Investment Management's SIVB Position: Q4 2018 in Review

Columbia Partners Investment Management reduced its SVB Financial Group (SIVB) stake by 19% in Q4 2018, selling an estimated $327K and leaving 5,797 shares worth $1.1M. The position accounts for 0.43% of the portfolio, ranked #77.

Columbia Partners Investment Management first reported a position in SIVB in Q1 2018 and has held it in 4 quarters since. The position peaked at $2.22M in Q3 2018. 573 funds tracked by Wall St. Rank hold SIVB as of Q4 2018.

  • Columbia Partners Investment Management held 5,797 shares of SVB Financial Group worth $1.1M as of Q4 2018.
  • Columbia Partners Investment Management sold 1,339 SVB Financial Group shares in Q4 2018, an estimated $327K.
  • SVB Financial Group made up 0.43% of Columbia Partners Investment Management's portfolio in Q4 2018, its #77 holding.
  • Columbia Partners Investment Management first reported a position in SVB Financial Group in Q1 2018 and has held it in 4 quarters since.
  • Columbia Partners Investment Management's SVB Financial Group position peaked at $2.22M in Q3 2018.
  • 573 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2018.

Based on Columbia Partners Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.