EAM
SIVB

Edge Asset Management’s SVB Financial Group SIVB Stock Holding History

Edge 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
Q1 		$5.16M Sell
27,702
-27,644
-50% -$5.03M 0.04% 233
2016
Q4 		$9.5M Sell
55,346
-71,179
-56% -$10.2M 0.07% 214
2016
Q3 		$14M Buy
126,525
+43,352
+52% +$4.51M 0.12% 203
2016
Q2 		$7.92M Sell
83,173
-32,493
-28% -$3.32M 0.07% 226
2016
Q1 		$11.8M Sell
115,666
-5,619
-5% -$544K 0.11% 195
2015
Q4 		$14.4M Sell
121,285
-4,745
-4% -$589K 0.14% 185
2015
Q3 		$14.6M Sell
126,030
-8,284
-6% -$1.11M 0.15% 174
2015
Q2 		$19.3M Buy
134,314
+20,409
+18% +$2.76M 0.18% 156
2015
Q1 		$14.5M Sell
113,905
-3,200
-3% -$382K 0.13% 186
2014
Q4 		$13.6M Sell
117,105
-75
-0.1% -$8.18K 0.13% 183
2014
Q3 		$13.1M Hold
117,180
– – 0.13% 176
2014
Q2 		$13.7M Sell
117,180
-100
-0.1% -$11.2K 0.14% 162
2014
Q1 		$15.1M Hold
117,280
– – 0.16% 135
2013
Q4 		$12.3M Buy
117,280
+9,325
+9% +$912K 0.13% 163
2013
Q3 		$9.32M Buy
107,955
+14,350
+15% +$1.24M 0.11% 171
2013
Q2 		$7.8M Buy
+93,605
New +$6.85M 0.1% 179

Other funds holding SIVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Edge Asset Management's SIVB Position: Q1 2017 in Review

Edge Asset Management reduced its SVB Financial Group (SIVB) stake by 50% in Q1 2017, selling an estimated $5.03M and leaving 27,702 shares worth $5.16M. The position accounts for 0.04% of the portfolio, ranked #233.

Edge Asset Management first reported a position in SIVB in Q2 2013 and has held it in 16 quarters since. The position peaked at $19.3M in Q2 2015. 391 funds tracked by Wall St. Rank hold SIVB as of Q1 2017.

  • Edge Asset Management held 27,702 shares of SVB Financial Group worth $5.16M as of Q1 2017.
  • Edge Asset Management sold 27,644 SVB Financial Group shares in Q1 2017, an estimated $5.03M.
  • SVB Financial Group made up 0.04% of Edge Asset Management's portfolio in Q1 2017, its #233 holding.
  • Edge Asset Management first reported a position in SVB Financial Group in Q2 2013 and has held it in 16 quarters since.
  • Edge Asset Management's SVB Financial Group position peaked at $19.3M in Q2 2015.
  • 391 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2017.

Based on Edge Asset Management's 13F filing for Q1 2017, filed 11 May 2017.