IPC
SIVB

Independent Portfolio Consultants’s SVB Financial Group SIVB Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$137K Sell
780
-105
-12% -$18.8K 0.06% 367
2017
Q1 		$165K Sell
885
-2,260
-72% -$411K 0.06% 363
2016
Q4 		$540K Buy
3,145
+880
+39% +$126K 0.18% 204
2016
Q3 		$250K Buy
2,265
+80
+4% +$8.33K 0.08% 288
2016
Q2 		$208K Buy
2,185
+240
+12% +$24.6K 0.07% 322
2016
Q1 		$198K Sell
1,945
-610
-24% -$59K 0.06% 344
2015
Q4 		$304K Sell
2,555
-860
-25% -$107K 0.09% 277
2015
Q3 		$395K Sell
3,415
-230
-6% -$30.8K 0.09% 278
2015
Q2 		$525K Buy
3,645
+985
+37% +$133K 0.11% 247
2015
Q1 		$338K Sell
2,660
-110
-4% -$13.1K 0.07% 291
2014
Q4 		$322K Buy
2,770
+2,335
+537% +$255K 0.06% 301
2014
Q3 		$49K Buy
+435
New +$48.3K 0.01% 633

Other funds holding SIVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Portfolio Consultants's SIVB Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its SVB Financial Group (SIVB) stake by 12% in Q2 2017, selling an estimated $18.8K and leaving 780 shares worth $137K. The position accounts for 0.06% of the portfolio, ranked #367.

Independent Portfolio Consultants first reported a position in SIVB in Q3 2014 and has held it in 12 quarters since. The position peaked at $540K in Q4 2016. 423 funds tracked by Wall St. Rank hold SIVB as of Q2 2017.

  • Independent Portfolio Consultants held 780 shares of SVB Financial Group worth $137K as of Q2 2017.
  • Independent Portfolio Consultants sold 105 SVB Financial Group shares in Q2 2017, an estimated $18.8K.
  • SVB Financial Group made up 0.06% of Independent Portfolio Consultants's portfolio in Q2 2017, its #367 holding.
  • Independent Portfolio Consultants first reported a position in SVB Financial Group in Q3 2014 and has held it in 12 quarters since.
  • Independent Portfolio Consultants's SVB Financial Group position peaked at $540K in Q4 2016.
  • 423 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.