LS
SIVB

Lupo Securities’s SVB Financial Group SIVB Stock Holding History

Lupo Securities’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
Q2 		– Sell
-1,665
Closed -$212K – 492
2015
Q1 		$212K Sell
1,665
-830
-33% -$99.2K 0.33% 61
2014
Q4 		$290K Buy
+2,495
New +$272K 0.14% 60

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lupo Securities's SIVB Position: Q2 2015 in Review

Lupo Securities sold out of SVB Financial Group (SIVB) in Q2 2015, closing a stake of 1,665 shares — an estimated $212K sold.

Lupo Securities first reported a position in SIVB in Q4 2014 and held it in 2 quarters. The position peaked at $290K in Q4 2014. 334 funds tracked by Wall St. Rank hold SIVB as of Q2 2015.

  • Lupo Securities reported no remaining SVB Financial Group position as of Q2 2015 after selling out during the quarter.
  • Lupo Securities sold 1,665 SVB Financial Group shares in Q2 2015, an estimated $212K.
  • Lupo Securities first reported a position in SVB Financial Group in Q4 2014 and held it in 2 quarters.
  • Lupo Securities's SVB Financial Group position peaked at $290K in Q4 2014.
  • 334 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2015.

Based on Lupo Securities's 13F filing for Q2 2015, filed 14 Aug 2015.