NIMC
SIVB

NWQ Investment Management Company’s SVB Financial Group SIVB Stock Holding History

NWQ Investment Management 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
2017
Q4 		– Sell
-24,379
Closed -$4.56M – 210
2017
Q3 		$4.56M Sell
24,379
-745
-3% -$131K 0.06% 159
2017
Q2 		$4.42M Sell
25,124
-229
-0.9% -$41K 0.06% 158
2017
Q1 		$4.72M Sell
25,353
-95
-0.4% -$17.3K 0.06% 156
2016
Q4 		$4.37M Buy
+25,448
New +$3.65M 0.06% 169

Other funds holding SIVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

NWQ Investment Management Company's SIVB Position: Q4 2017 in Review

NWQ Investment Management Company sold out of SVB Financial Group (SIVB) in Q4 2017, closing a stake of 24,379 shares — an estimated $4.56M sold.

NWQ Investment Management Company first reported a position in SIVB in Q4 2016 and held it in 4 quarters. The position peaked at $4.72M in Q1 2017. 478 funds tracked by Wall St. Rank hold SIVB as of Q4 2017.

  • NWQ Investment Management Company reported no remaining SVB Financial Group position as of Q4 2017 after selling out during the quarter.
  • NWQ Investment Management Company sold 24,379 SVB Financial Group shares in Q4 2017, an estimated $4.56M.
  • NWQ Investment Management Company first reported a position in SVB Financial Group in Q4 2016 and held it in 4 quarters.
  • NWQ Investment Management Company's SVB Financial Group position peaked at $4.72M in Q1 2017.
  • 478 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2017.

Based on NWQ Investment Management Company's 13F filing for Q4 2017, filed 14 Feb 2018.