FWCM
SIVB

Ferguson Wellman Capital Management’s SVB Financial Group SIVB Stock Holding History

Ferguson Wellman Capital 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
2014
Q2 		– Sell
-3,115
Closed -$401K – 337
2014
Q1 		$401K Sell
3,115
-1,445
-32% -$169K 0.02% 242
2013
Q4 		$478K Buy
+4,560
New +$446K 0.02% 218

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ferguson Wellman Capital Management's SIVB Position: Q2 2014 in Review

Ferguson Wellman Capital Management sold out of SVB Financial Group (SIVB) in Q2 2014, closing a stake of 3,115 shares — an estimated $401K sold.

Ferguson Wellman Capital Management first reported a position in SIVB in Q4 2013 and held it in 2 quarters. The position peaked at $478K in Q4 2013. 299 funds tracked by Wall St. Rank hold SIVB as of Q2 2014.

  • Ferguson Wellman Capital Management reported no remaining SVB Financial Group position as of Q2 2014 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 3,115 SVB Financial Group shares in Q2 2014, an estimated $401K.
  • Ferguson Wellman Capital Management first reported a position in SVB Financial Group in Q4 2013 and held it in 2 quarters.
  • Ferguson Wellman Capital Management's SVB Financial Group position peaked at $478K in Q4 2013.
  • 299 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2014.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2014, filed 25 Jul 2014.