MIC
SIVB

MU Investments Company’s SVB Financial Group SIVB Stock Holding History

MU Investments Company’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
Q1 		– Sell
-300
Closed -$32K – 359
2013
Q4 		$32K Hold
300
– – 0.01% 311
2013
Q3 		$26K Hold
300
– – 0.01% 303
2013
Q2 		$25K Buy
+300
New +$21.9K 0.01% 309

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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

MU Investments Company's SIVB Position: Q1 2014 in Review

MU Investments Company sold out of SVB Financial Group (SIVB) in Q1 2014, closing a stake of 300 shares — an estimated $32K sold.

MU Investments Company first reported a position in SIVB in Q2 2013 and held it in 3 quarters. The position peaked at $32K in Q4 2013. 282 funds tracked by Wall St. Rank hold SIVB as of Q1 2014.

  • MU Investments Company reported no remaining SVB Financial Group position as of Q1 2014 after selling out during the quarter.
  • MU Investments Company sold 300 SVB Financial Group shares in Q1 2014, an estimated $32K.
  • MU Investments Company first reported a position in SVB Financial Group in Q2 2013 and held it in 3 quarters.
  • MU Investments Company's SVB Financial Group position peaked at $32K in Q4 2013.
  • 282 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2014.

Based on MU Investments Company's 13F filing for Q1 2014, filed 16 Apr 2014.