FMA
SIVB

Fiduciary Management Associates’s SVB Financial Group SIVB Stock Holding History

Fiduciary Management Associates’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
2016
Q1 		$405K Buy
3,960
+520
+15% +$50.3K 0.03% 91
2015
Q4 		$409K Sell
3,440
-400
-10% -$49.6K 0.02% 96
2015
Q3 		$444K Buy
3,840
+1,030
+37% +$138K 0.03% 106
2015
Q2 		$405K Sell
2,810
-935
-25% -$126K 0.02% 113
2015
Q1 		$476K Sell
3,745
-2,365
-39% -$283K 0.03% 108
2014
Q4 		$709K Sell
6,110
-670
-10% -$73.1K 0.04% 85
2014
Q3 		$760K Buy
6,780
+610
+10% +$67.7K 0.05% 81
2014
Q2 		$720K Buy
6,170
+2,120
+52% +$236K 0.05% 84
2014
Q1 		$522K Buy
+4,050
New +$473K 0.03% 104

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fiduciary Management Associates's SIVB Position: Q1 2016 in Review

Fiduciary Management Associates increased its SVB Financial Group (SIVB) stake by 15% in Q1 2016, buying an estimated $50.3K and bringing the position to 3,960 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #91.

Fiduciary Management Associates first reported a position in SIVB in Q1 2014 and has held it in 9 quarters since. The position peaked at $760K in Q3 2014. 343 funds tracked by Wall St. Rank hold SIVB as of Q1 2016.

  • Fiduciary Management Associates held 3,960 shares of SVB Financial Group worth $405K as of Q1 2016.
  • Fiduciary Management Associates bought 520 SVB Financial Group shares in Q1 2016, an estimated $50.3K.
  • SVB Financial Group made up 0.03% of Fiduciary Management Associates's portfolio in Q1 2016, its #91 holding.
  • Fiduciary Management Associates first reported a position in SVB Financial Group in Q1 2014 and has held it in 9 quarters since.
  • Fiduciary Management Associates's SVB Financial Group position peaked at $760K in Q3 2014.
  • 343 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2016.

Based on Fiduciary Management Associates's 13F filing for Q1 2016, filed 4 May 2016.