FMA
SIVB
Fiduciary Management Associates’s SVB Financial Group SIVB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $405K | Buy |
3,960
+520
| +15% | +$53.2K | 0.03% | 91 |
|
2015
Q4 | $409K | Sell |
3,440
-400
| -10% | -$47.6K | 0.02% | 96 |
|
2015
Q3 | $444K | Buy |
3,840
+1,030
| +37% | +$119K | 0.03% | 106 |
|
2015
Q2 | $405K | Sell |
2,810
-935
| -25% | -$135K | 0.02% | 113 |
|
2015
Q1 | $476K | Sell |
3,745
-2,365
| -39% | -$301K | 0.03% | 108 |
|
2014
Q4 | $709K | Sell |
6,110
-670
| -10% | -$77.7K | 0.04% | 85 |
|
2014
Q3 | $760K | Buy |
6,780
+610
| +10% | +$68.4K | 0.05% | 81 |
|
2014
Q2 | $720K | Buy |
6,170
+2,120
| +52% | +$247K | 0.05% | 84 |
|
2014
Q1 | $522K | Buy |
+4,050
| New | +$522K | 0.03% | 104 |
|