NFA
SIVB

Nationwide Fund Advisors’s SVB Financial Group SIVB Stock Holding History

Nationwide Fund Advisors’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
2017
Q4 		– Sell
-113,852
Closed -$21.3M – 3094
2017
Q3 		$21.3M Sell
113,852
-4,935
-4% -$868K 0.08% 287
2017
Q2 		$20.9M Buy
118,787
+1,450
+1% +$260K 0.08% 296
2017
Q1 		$21.8M Buy
117,337
+858
+0.7% +$156K 0.09% 287
2016
Q4 		$20M Sell
116,479
-1,258
-1% -$180K 0.08% 299
2016
Q3 		$13M Sell
117,737
-2,500
-2% -$260K 0.05% 493
2016
Q2 		$11.4M Sell
120,237
-42,846
-26% -$4.38M 0.05% 526
2016
Q1 		$16.6M Buy
163,083
+41,558
+34% +$4.02M 0.07% 361
2015
Q4 		$14.4M Buy
121,525
+325
+0.3% +$40.3K 0.06% 411
2015
Q3 		$14M Buy
121,200
+217
+0.2% +$29.1K 0.06% 384
2015
Q2 		$17.4M Sell
120,983
-4,174
-3% -$564K 0.07% 338
2015
Q1 		$15.9M Buy
125,157
+594
+0.5% +$71K 0.06% 387
2014
Q4 		$14.5M Buy
124,563
+884
+0.7% +$96.4K 0.06% 398
2014
Q3 		$13.9M Buy
123,679
+2,052
+2% +$228K 0.06% 422
2014
Q2 		$14.2M Buy
121,627
+5,251
+5% +$585K 0.06% 426
2014
Q1 		$15M Buy
116,376
+9,108
+8% +$1.06M 0.07% 358
2013
Q4 		$11.2M Buy
107,268
+6,889
+7% +$674K 0.05% 500
2013
Q3 		$8.67M Buy
100,379
+2,607
+3% +$225K 0.04% 599
2013
Q2 		$8.15M Buy
+97,772
New +$7.15M 0.04% 557

Other funds holding SIVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Nationwide Fund Advisors's SIVB Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of SVB Financial Group (SIVB) in Q4 2017, closing a stake of 113,852 shares — an estimated $21.3M sold.

Nationwide Fund Advisors first reported a position in SIVB in Q2 2013 and held it in 18 quarters. The position peaked at $21.8M in Q1 2017. 478 funds tracked by Wall St. Rank hold SIVB as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining SVB Financial Group position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 113,852 SVB Financial Group shares in Q4 2017, an estimated $21.3M.
  • Nationwide Fund Advisors first reported a position in SVB Financial Group in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's SVB Financial Group position peaked at $21.8M in Q1 2017.
  • 478 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.