CCS
SIVB

Crosspoint Capital Strategies’s SVB Financial Group SIVB Stock Holding History

Crosspoint Capital Strategies’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 		– Sell
-285
Closed -$33K – 869
2014
Q4 		$33K Hold
285
– – 0.01% 388
2014
Q3 		$32K Hold
285
– – 0.02% 267
2014
Q2 		$31K Sell
285
-75
-21% -$8.36K 0.01% 291
2014
Q1 		$46K Buy
360
+75
+26% +$8.76K 0.02% 269
2013
Q4 		$36K Buy
+285
New +$27.9K 0.01% 293

Other funds holding SIVB

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
State Street
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Crosspoint Capital Strategies's SIVB Position: Q1 2015 in Review

Crosspoint Capital Strategies sold out of SVB Financial Group (SIVB) in Q1 2015, closing a stake of 285 shares — an estimated $33K sold.

Crosspoint Capital Strategies first reported a position in SIVB in Q4 2013 and held it in 5 quarters. The position peaked at $46K in Q1 2014. 307 funds tracked by Wall St. Rank hold SIVB as of Q1 2015.

  • Crosspoint Capital Strategies reported no remaining SVB Financial Group position as of Q1 2015 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 285 SVB Financial Group shares in Q1 2015, an estimated $33K.
  • Crosspoint Capital Strategies first reported a position in SVB Financial Group in Q4 2013 and held it in 5 quarters.
  • Crosspoint Capital Strategies's SVB Financial Group position peaked at $46K in Q1 2014.
  • 307 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2015.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2015, filed 18 May 2015.