CWAM
SIVB

Columbia Wanger Asset Management’s SVB Financial Group SIVB Stock Holding History

Columbia Wanger Asset 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
Q4 		$60.6M Sell
259,089
-64,988
-20% -$13.8M 0.9% 19
2017
Q3 		$60.6M Buy
324,077
+135,770
+72% +$23.9M 0.9% 22
2017
Q2 		$33.1M Buy
188,307
+3,371
+2% +$604K 0.47% 100
2017
Q1 		$34.4M Sell
184,936
-312,466
-63% -$56.8M 0.48% 102
2016
Q4 		$85.4M Sell
497,402
-259,913
-34% -$37.3M 1.2% 10
2016
Q3 		$83.7M Sell
757,315
-91,011
-11% -$9.47M 1.1% 15
2016
Q2 		$80.7M Buy
848,326
+192,396
+29% +$19.7M 0.94% 21
2016
Q1 		$66.9M Buy
655,930
+102,628
+19% +$9.93M 0.72% 49
2015
Q4 		$65.8M Sell
553,302
-370,222
-40% -$45.9M 0.66% 54
2015
Q3 		$107M Sell
923,524
-75,657
-8% -$10.1M 0.85% 32
2015
Q2 		$144M Sell
999,181
-141,219
-12% -$19.1M 0.93% 19
2015
Q1 		$145M Hold
1,140,400
– – 0.79% 27
2014
Q4 		$132M Sell
1,140,400
-7,000
-0.6% -$764K 0.66% 37
2014
Q3 		$129M Sell
1,147,400
-72,000
-6% -$7.99M 0.59% 42
2014
Q2 		$142M Sell
1,219,400
-61,200
-5% -$6.82M 0.57% 41
2014
Q1 		$165M Sell
1,280,600
-83,500
-6% -$9.76M 0.65% 35
2013
Q4 		$143M Sell
1,364,100
-68,000
-5% -$6.65M 0.55% 51
2013
Q3 		$124M Sell
1,432,100
-12,000
-0.8% -$1.04M 0.5% 60
2013
Q2 		$120M Buy
+1,444,100
New +$106M 0.53% 49

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 $336B AUM 34.66% 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 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

Columbia Wanger Asset Management's SIVB Position: Q4 2017 in Review

Columbia Wanger Asset Management reduced its SVB Financial Group (SIVB) stake by 20% in Q4 2017, selling an estimated $13.8M and leaving 259,089 shares worth $60.6M. The position accounts for 0.9% of the portfolio, ranked #19.

Columbia Wanger Asset Management first reported a position in SIVB in Q2 2013 and has held it in 19 quarters since. The position peaked at $165M in Q1 2014. 478 funds tracked by Wall St. Rank hold SIVB as of Q4 2017.

  • Columbia Wanger Asset Management held 259,089 shares of SVB Financial Group worth $60.6M as of Q4 2017.
  • Columbia Wanger Asset Management sold 64,988 SVB Financial Group shares in Q4 2017, an estimated $13.8M.
  • SVB Financial Group made up 0.9% of Columbia Wanger Asset Management's portfolio in Q4 2017, its #19 holding.
  • Columbia Wanger Asset Management first reported a position in SVB Financial Group in Q2 2013 and has held it in 19 quarters since.
  • Columbia Wanger Asset Management's SVB Financial Group position peaked at $165M in Q1 2014.
  • 478 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2017.

Based on Columbia Wanger Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.