MSI Financial Services’s SVB Financial Group SIVB Stock Holding History

MSI Financial Services’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	$5K	Hold	27	–	–	﹤0.01%	3197
2016 Q3	$3K	Sell	27 -40	-60%	-$4.16K	﹤0.01%	3437
2016 Q2	$6K	Buy	67 +14	+26%	+$1.43K	﹤0.01%	3103
2016 Q1	$5K	Sell	53 -15	-22%	-$1.45K	﹤0.01%	3214
2015 Q4	$8K	Buy	68 +56	+467%	+$6.95K	﹤0.01%	2875
2015 Q3	$1K	Buy	12 +1	+9%	+$134	﹤0.01%	3119
2015 Q2	$2K	Buy	+11	New	+$1.49K	﹤0.01%	2847

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

MSI Financial Services's SIVB Position: Q4 2016 in Review

MSI Financial Services held its SVB Financial Group (SIVB) position steady in Q4 2016 at 27 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #3197.

MSI Financial Services first reported a position in SIVB in Q2 2015 and has held it in 7 quarters since. The position peaked at $8K in Q4 2015. 381 funds tracked by Wall St. Rank hold SIVB as of Q4 2016.

MSI Financial Services held 27 shares of SVB Financial Group worth $5K as of Q4 2016.
MSI Financial Services left its SVB Financial Group share count unchanged in Q4 2016.
SVB Financial Group made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3197 holding.
MSI Financial Services first reported a position in SVB Financial Group in Q2 2015 and has held it in 7 quarters since.
MSI Financial Services's SVB Financial Group position peaked at $8K in Q4 2015.
381 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.