Haber Trilix Advisors’s SVB Financial Group SIVB Stock Holding History

Haber Trilix Advisors’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
2013 Q2	$558K	Buy	+6,700	New	+$490K	0.07%	72

Other funds holding SIVB

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Haber Trilix Advisors's SIVB Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in SVB Financial Group (SIVB) in Q2 2013: 6,700 shares worth $558K. The stake represents 0.07% of the portfolio and ranks #72 among its holdings.

236 funds tracked by Wall St. Rank hold SIVB as of Q2 2013.

Haber Trilix Advisors held 6,700 shares of SVB Financial Group worth $558K as of Q2 2013.
SVB Financial Group was a new Haber Trilix Advisors position in Q2 2013.
SVB Financial Group made up 0.07% of Haber Trilix Advisors's portfolio in Q2 2013, its #72 holding.
236 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.