MPAM
SIVB

Monarch Partners Asset Management’s SVB Financial Group SIVB Stock Holding History

Monarch Partners Asset Management’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
2018
Q2 		– Sell
-22,995
Closed -$5.52M – 225
2018
Q1 		$5.52M Hold
22,995
– – 0.51% 80
2017
Q4 		$5.38M Sell
22,995
-25,261
-52% -$5.38M 0.5% 82
2017
Q3 		$9.03M Buy
+48,256
New +$8.49M 0.87% 41
2017
Q1 		– Sell
-45,090
Closed -$7.74M – 217
2016
Q4 		$7.74M Buy
+45,090
New +$6.46M 0.66% 57

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Monarch Partners Asset Management's SIVB Position: Q2 2018 in Review

Monarch Partners Asset Management sold out of SVB Financial Group (SIVB) in Q2 2018, closing a stake of 22,995 shares — an estimated $5.52M sold.

Monarch Partners Asset Management first reported a position in SIVB in Q4 2016 and held it in 4 quarters. The position peaked at $9.03M in Q3 2017. 602 funds tracked by Wall St. Rank hold SIVB as of Q2 2018.

  • Monarch Partners Asset Management reported no remaining SVB Financial Group position as of Q2 2018 after selling out during the quarter.
  • Monarch Partners Asset Management sold 22,995 SVB Financial Group shares in Q2 2018, an estimated $5.52M.
  • Monarch Partners Asset Management first reported a position in SVB Financial Group in Q4 2016 and held it in 4 quarters.
  • Monarch Partners Asset Management's SVB Financial Group position peaked at $9.03M in Q3 2017.
  • 602 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2018.

Based on Monarch Partners Asset Management's 13F filing for Q2 2018, filed 7 Aug 2018.