NIP
SIVB

Nicholas Investment Partners’s SVB Financial Group SIVB Stock Holding History

Nicholas Investment Partners’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
Q3 		– Sell
-14,295
Closed -$2.51M – 287
2017
Q2 		$2.51M Sell
14,295
-12,122
-46% -$2.17M 0.18% 188
2017
Q1 		$4.92M Sell
26,417
-10,952
-29% -$1.99M 0.35% 97
2016
Q4 		$6.42M Sell
37,369
-1,874
-5% -$269K 0.49% 64
2016
Q3 		$4.34M Buy
+39,243
New +$4.09M 0.29% 129

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
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 $544B AUM 28.31% 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 $295B AUM 31.6% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Nicholas Investment Partners's SIVB Position: Q3 2017 in Review

Nicholas Investment Partners sold out of SVB Financial Group (SIVB) in Q3 2017, closing a stake of 14,295 shares — an estimated $2.51M sold.

Nicholas Investment Partners first reported a position in SIVB in Q3 2016 and held it in 4 quarters. The position peaked at $6.42M in Q4 2016. 422 funds tracked by Wall St. Rank hold SIVB as of Q3 2017.

  • Nicholas Investment Partners reported no remaining SVB Financial Group position as of Q3 2017 after selling out during the quarter.
  • Nicholas Investment Partners sold 14,295 SVB Financial Group shares in Q3 2017, an estimated $2.51M.
  • Nicholas Investment Partners first reported a position in SVB Financial Group in Q3 2016 and held it in 4 quarters.
  • Nicholas Investment Partners's SVB Financial Group position peaked at $6.42M in Q4 2016.
  • 422 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2017.

Based on Nicholas Investment Partners's 13F filing for Q3 2017, filed 13 Nov 2017.