FCBT
SIVB

First Citizens Bank & Trust’s SVB Financial Group SIVB Stock Holding History

First Citizens Bank & Trust’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
Q3 		– Sell
-11,100
Closed -$1.29M – 376
2014
Q2 		$1.29M Buy
11,100
+610
+6% +$68K 0.11% 137
2014
Q1 		$1.35M Buy
+10,490
New +$1.23M 0.12% 128
2013
Q4 		– Sell
-4,246
Closed -$367K – 1038
2013
Q3 		$367K Buy
4,246
+167
+4% +$14.4K 0.01% 844
2013
Q2 		$340K Buy
+4,079
New +$298K 0.01% 844

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

First Citizens Bank & Trust's SIVB Position: Q3 2014 in Review

First Citizens Bank & Trust sold out of SVB Financial Group (SIVB) in Q3 2014, closing a stake of 11,100 shares — an estimated $1.29M sold.

First Citizens Bank & Trust first reported a position in SIVB in Q2 2013 and held it in 4 quarters. The position peaked at $1.35M in Q1 2014. 295 funds tracked by Wall St. Rank hold SIVB as of Q3 2014.

  • First Citizens Bank & Trust reported no remaining SVB Financial Group position as of Q3 2014 after selling out during the quarter.
  • First Citizens Bank & Trust sold 11,100 SVB Financial Group shares in Q3 2014, an estimated $1.29M.
  • First Citizens Bank & Trust first reported a position in SVB Financial Group in Q2 2013 and held it in 4 quarters.
  • First Citizens Bank & Trust's SVB Financial Group position peaked at $1.35M in Q1 2014.
  • 295 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2014.

Based on First Citizens Bank & Trust's 13F filing for Q3 2014, filed 8 Oct 2014.