EDRS
SIVB

Edmond de Rothschild (Suisse)’s SVB Financial Group SIVB Stock Holding History

Edmond de Rothschild (Suisse)’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
Q3 		– Sell
-70
Closed -$10K – 488
2015
Q2 		$10K Buy
+70
New +$9.46K ﹤0.01% 388

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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 $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s SIVB Position: Q3 2015 in Review

Edmond de Rothschild (Suisse) sold out of SVB Financial Group (SIVB) in Q3 2015, closing a stake of 70 shares — an estimated $10K sold.

Edmond de Rothschild (Suisse) first reported a position in SIVB in Q2 2015 and held it in 1 quarter. The position peaked at $10K in Q2 2015. 347 funds tracked by Wall St. Rank hold SIVB as of Q3 2015.

  • Edmond de Rothschild (Suisse) reported no remaining SVB Financial Group position as of Q3 2015 after selling out during the quarter.
  • Edmond de Rothschild (Suisse) sold 70 SVB Financial Group shares in Q3 2015, an estimated $10K.
  • Edmond de Rothschild (Suisse) first reported a position in SVB Financial Group in Q2 2015 and held it in 1 quarter.
  • Edmond de Rothschild (Suisse)'s SVB Financial Group position peaked at $10K in Q2 2015.
  • 347 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2015.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2015, filed 16 Nov 2015.