OA
SIVB

OFI Advisors’s SVB Financial Group SIVB Stock Holding History

OFI 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
2015
Q3 		$215K Buy
1,861
+212
+13% +$28.4K 0.01% 1171
2015
Q2 		$237K Sell
1,649
-340
-17% -$46K 0.01% 1165
2015
Q1 		$253K Sell
1,989
-123
-6% -$14.7K 0.02% 1127
2014
Q4 		$245K Sell
2,112
-313
-13% -$34.1K 0.02% 1098
2014
Q3 		$272K Buy
2,425
+8
+0.3% +$888 0.02% 982
2014
Q2 		$282K Buy
2,417
+618
+34% +$68.9K 0.02% 980
2014
Q1 		$232K Buy
1,799
+154
+9% +$18K 0.02% 1030
2013
Q4 		$172K Buy
1,645
+208
+14% +$20.4K 0.01% 1160
2013
Q3 		$124K Sell
1,437
-31
-2% -$2.68K 0.01% 1225
2013
Q2 		$122K Buy
+1,468
New +$107K 0.01% 1164

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

OFI Advisors's SIVB Position: Q3 2015 in Review

OFI Advisors increased its SVB Financial Group (SIVB) stake by 13% in Q3 2015, buying an estimated $28.4K and bringing the position to 1,861 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #1171.

OFI Advisors first reported a position in SIVB in Q2 2013 and has held it in 10 quarters since. The position peaked at $282K in Q2 2014. 347 funds tracked by Wall St. Rank hold SIVB as of Q3 2015.

  • OFI Advisors held 1,861 shares of SVB Financial Group worth $215K as of Q3 2015.
  • OFI Advisors bought 212 SVB Financial Group shares in Q3 2015, an estimated $28.4K.
  • SVB Financial Group made up 0.01% of OFI Advisors's portfolio in Q3 2015, its #1171 holding.
  • OFI Advisors first reported a position in SVB Financial Group in Q2 2013 and has held it in 10 quarters since.
  • OFI Advisors's SVB Financial Group position peaked at $282K in Q2 2014.
  • 347 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.