KT
SIVB

Kanaly Trust’s SVB Financial Group SIVB Stock Holding History

Kanaly Trust’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
Q4 		$2K Sell
11
-2
-15% -$287 ﹤0.01% 849
2016
Q3 		$1K Buy
+13
New +$1.35K ﹤0.01% 899

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kanaly Trust's SIVB Position: Q4 2016 in Review

Kanaly Trust reduced its SVB Financial Group (SIVB) stake by 15% in Q4 2016, selling an estimated $287 and leaving 11 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Kanaly Trust first reported a position in SIVB in Q3 2016 and has held it in 2 quarters since. 381 funds tracked by Wall St. Rank hold SIVB as of Q4 2016.

  • Kanaly Trust held 11 shares of SVB Financial Group worth $2K as of Q4 2016.
  • Kanaly Trust sold 2 SVB Financial Group shares in Q4 2016, an estimated $287.
  • SVB Financial Group made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #849 holding.
  • Kanaly Trust first reported a position in SVB Financial Group in Q3 2016 and has held it in 2 quarters since.
  • 381 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.