MBE
SIVB

Michael B. Elefante’s SVB Financial Group SIVB Stock Holding History

Michael B. Elefante’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
Q4 		$160K Sell
1,375
-10
-0.7% -$1.09K 0.17% 83
2014
Q3 		$155K Sell
1,385
-575
-29% -$63.8K 0.07% 106
2014
Q2 		$229K Buy
1,960
+115
+6% +$12.8K 0.1% 97
2014
Q1 		$238K Buy
+1,845
New +$216K 0.1% 92

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 $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Harding Loevner
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Michael B. Elefante's SIVB Position: Q4 2014 in Review

Michael B. Elefante reduced its SVB Financial Group (SIVB) stake by 0.72% in Q4 2014, selling an estimated $1.09K and leaving 1,375 shares worth $160K. The position accounts for 0.17% of the portfolio, ranked #83.

Michael B. Elefante first reported a position in SIVB in Q1 2014 and has held it in 4 quarters since. The position peaked at $238K in Q1 2014. 289 funds tracked by Wall St. Rank hold SIVB as of Q4 2014.

  • Michael B. Elefante held 1,375 shares of SVB Financial Group worth $160K as of Q4 2014.
  • Michael B. Elefante sold 10 SVB Financial Group shares in Q4 2014, an estimated $1.09K.
  • SVB Financial Group made up 0.17% of Michael B. Elefante's portfolio in Q4 2014, its #83 holding.
  • Michael B. Elefante first reported a position in SVB Financial Group in Q1 2014 and has held it in 4 quarters since.
  • Michael B. Elefante's SVB Financial Group position peaked at $238K in Q1 2014.
  • 289 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.