IIS
SIVB

Ignis Investment Services’s SVB Financial Group SIVB Stock Holding History

Ignis Investment Services’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
Q2 		$194M Buy
167,479
+44,821
+37% +$5M 0.65% 71
2014
Q1 		$155M Buy
+122,658
New +$14.3M 0.54% 81

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

Ignis Investment Services's SIVB Position: Q2 2014 in Review

Ignis Investment Services increased its SVB Financial Group (SIVB) stake by 37% in Q2 2014, buying an estimated $5M and bringing the position to 167,479 shares worth $194M. The position accounts for 0.65% of the portfolio, ranked #71.

Ignis Investment Services first reported a position in SIVB in Q1 2014 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold SIVB as of Q2 2014.

  • Ignis Investment Services held 167,479 shares of SVB Financial Group worth $194M as of Q2 2014.
  • Ignis Investment Services bought 44,821 SVB Financial Group shares in Q2 2014, an estimated $5M.
  • SVB Financial Group made up 0.65% of Ignis Investment Services's portfolio in Q2 2014, its #71 holding.
  • Ignis Investment Services first reported a position in SVB Financial Group in Q1 2014 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2014.

Based on Ignis Investment Services's 13F filing for Q2 2014, filed 15 Aug 2014.