GCA
SIVB

Greenwood Capital Associates’s SVB Financial Group SIVB Stock Holding History

Greenwood Capital 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
2015
Q3 		– Sell
-1,400
Closed -$201K – 201
2015
Q2 		$201K Buy
+1,400
New +$189K 0.06% 154

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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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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 $645B AUM 30.41% 1-Year Est. Return

Greenwood Capital Associates's SIVB Position: Q3 2015 in Review

Greenwood Capital Associates sold out of SVB Financial Group (SIVB) in Q3 2015, closing a stake of 1,400 shares — an estimated $201K sold.

Greenwood Capital Associates first reported a position in SIVB in Q2 2015 and held it in 1 quarter. The position peaked at $201K in Q2 2015. 347 funds tracked by Wall St. Rank hold SIVB as of Q3 2015.

  • Greenwood Capital Associates reported no remaining SVB Financial Group position as of Q3 2015 after selling out during the quarter.
  • Greenwood Capital Associates sold 1,400 SVB Financial Group shares in Q3 2015, an estimated $201K.
  • Greenwood Capital Associates first reported a position in SVB Financial Group in Q2 2015 and held it in 1 quarter.
  • Greenwood Capital Associates's SVB Financial Group position peaked at $201K in Q2 2015.
  • 347 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2015.

Based on Greenwood Capital Associates's 13F filing for Q3 2015, filed 12 Nov 2015.