NYLT
SIVB

New York Life Trust’s SVB Financial Group SIVB Stock Holding History

New York Life Trust’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
2013
Q4 		– Sell
-632
Closed -$55K – 230
2013
Q3 		$55K Buy
+632
New +$54.6K 0.28% 135

Other funds holding SIVB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

New York Life Trust's SIVB Position: Q4 2013 in Review

New York Life Trust sold out of SVB Financial Group (SIVB) in Q4 2013, closing a stake of 632 shares — an estimated $55K sold.

New York Life Trust first reported a position in SIVB in Q3 2013 and held it in 1 quarter. The position peaked at $55K in Q3 2013. 251 funds tracked by Wall St. Rank hold SIVB as of Q4 2013.

  • New York Life Trust reported no remaining SVB Financial Group position as of Q4 2013 after selling out during the quarter.
  • New York Life Trust sold 632 SVB Financial Group shares in Q4 2013, an estimated $55K.
  • New York Life Trust first reported a position in SVB Financial Group in Q3 2013 and held it in 1 quarter.
  • New York Life Trust's SVB Financial Group position peaked at $55K in Q3 2013.
  • 251 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2013.

Based on New York Life Trust's 13F filing for Q4 2013, filed 14 Feb 2014.