FMA
SIVB

FNY Managed Accounts’s SVB Financial Group SIVB Stock Holding History

FNY Managed Accounts’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
2018
Q1 		– Sell
-7
Closed -$1K – 991
2017
Q4 		$1K Buy
+7
New +$1.49K ﹤0.01% 634

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $717B AUM 35.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FNY Managed Accounts's SIVB Position: Q1 2018 in Review

FNY Managed Accounts sold out of SVB Financial Group (SIVB) in Q1 2018, closing a stake of 7 shares — an estimated $1K sold.

FNY Managed Accounts first reported a position in SIVB in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 530 funds tracked by Wall St. Rank hold SIVB as of Q1 2018.

  • FNY Managed Accounts reported no remaining SVB Financial Group position as of Q1 2018 after selling out during the quarter.
  • FNY Managed Accounts sold 7 SVB Financial Group shares in Q1 2018, an estimated $1K.
  • FNY Managed Accounts first reported a position in SVB Financial Group in Q4 2017 and held it in 1 quarter.
  • FNY Managed Accounts's SVB Financial Group position peaked at $1K in Q4 2017.
  • 530 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2018.

Based on FNY Managed Accounts's 13F filing for Q1 2018, filed 18 Apr 2018.