NCIM
SIVB

New Century Investment Management’s SVB Financial Group SIVB Stock Holding History

New Century Investment 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
2014
Q4 		– Sell
-12,100
Closed -$1.36M – 109
2014
Q3 		$1.36M Buy
12,100
+600
+5% +$66.6K 0.7% 55
2014
Q2 		$1.34M Hold
11,500
– – 0.73% 57
2014
Q1 		$1.48M Buy
+11,500
New +$1.34M 0.84% 54

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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

New Century Investment Management's SIVB Position: Q4 2014 in Review

New Century Investment Management sold out of SVB Financial Group (SIVB) in Q4 2014, closing a stake of 12,100 shares — an estimated $1.36M sold.

New Century Investment Management first reported a position in SIVB in Q1 2014 and held it in 3 quarters. The position peaked at $1.48M in Q1 2014. 289 funds tracked by Wall St. Rank hold SIVB as of Q4 2014.

  • New Century Investment Management reported no remaining SVB Financial Group position as of Q4 2014 after selling out during the quarter.
  • New Century Investment Management sold 12,100 SVB Financial Group shares in Q4 2014, an estimated $1.36M.
  • New Century Investment Management first reported a position in SVB Financial Group in Q1 2014 and held it in 3 quarters.
  • New Century Investment Management's SVB Financial Group position peaked at $1.48M in Q1 2014.
  • 289 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2014.

Based on New Century Investment Management's 13F filing for Q4 2014, filed 20 Jan 2015.