GF
SIVB

Gerstein Fisher’s SVB Financial Group SIVB Stock Holding History

Gerstein Fisher’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
Q3 		$836K Buy
7,561
+339
+5% +$35.3K 0.1% 177
2016
Q2 		$687K Buy
7,222
+470
+7% +$48.1K 0.09% 187
2016
Q1 		$689K Buy
6,752
+189
+3% +$18.3K 0.09% 178
2015
Q4 		$780K Sell
6,563
-15
-0.2% -$1.86K 0.11% 164
2015
Q3 		$760K Buy
6,578
+191
+3% +$25.6K 0.11% 158
2015
Q2 		$920K Buy
6,387
+616
+11% +$83.3K 0.15% 147
2015
Q1 		$733K Buy
5,771
+11
+0.2% +$1.31K 0.12% 167
2014
Q4 		$669K Hold
5,760
– – 0.11% 177
2014
Q3 		$646K Buy
5,760
+246
+4% +$27.3K 0.11% 169
2014
Q2 		$643K Buy
5,514
+636
+13% +$70.9K 0.12% 144
2014
Q1 		$628K Sell
4,878
-4,726
-49% -$552K 0.13% 144
2013
Q4 		$1.01M Buy
9,604
+2,802
+41% +$274K 0.04% 291
2013
Q3 		$587K Buy
6,802
+681
+11% +$58.8K 0.13% 149
2013
Q2 		$510K Buy
+6,121
New +$448K 0.12% 150

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gerstein Fisher's SIVB Position: Q3 2016 in Review

Gerstein Fisher increased its SVB Financial Group (SIVB) stake by 4.7% in Q3 2016, buying an estimated $35.3K and bringing the position to 7,561 shares worth $836K. The position accounts for 0.1% of the portfolio, ranked #177.

Gerstein Fisher first reported a position in SIVB in Q2 2013 and has held it in 14 quarters since. The position peaked at $1.01M in Q4 2013. 326 funds tracked by Wall St. Rank hold SIVB as of Q3 2016.

  • Gerstein Fisher held 7,561 shares of SVB Financial Group worth $836K as of Q3 2016.
  • Gerstein Fisher bought 339 SVB Financial Group shares in Q3 2016, an estimated $35.3K.
  • SVB Financial Group made up 0.1% of Gerstein Fisher's portfolio in Q3 2016, its #177 holding.
  • Gerstein Fisher first reported a position in SVB Financial Group in Q2 2013 and has held it in 14 quarters since.
  • Gerstein Fisher's SVB Financial Group position peaked at $1.01M in Q4 2013.
  • 326 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.