OAM
SIVB

Orinda Asset Management’s SVB Financial Group SIVB Stock Holding History

Orinda Asset 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
-1,604
Closed -$180K – 160
2014
Q3 		$180K Hold
1,604
– – 0.3% 52
2014
Q2 		$187K Buy
+1,604
New +$179K 0.36% 48

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 $544B AUM 28.31% 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 $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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Orinda Asset Management's SIVB Position: Q4 2014 in Review

Orinda Asset Management sold out of SVB Financial Group (SIVB) in Q4 2014, closing a stake of 1,604 shares — an estimated $180K sold.

Orinda Asset Management first reported a position in SIVB in Q2 2014 and held it in 2 quarters. The position peaked at $187K in Q2 2014. 289 funds tracked by Wall St. Rank hold SIVB as of Q4 2014.

  • Orinda Asset Management reported no remaining SVB Financial Group position as of Q4 2014 after selling out during the quarter.
  • Orinda Asset Management sold 1,604 SVB Financial Group shares in Q4 2014, an estimated $180K.
  • Orinda Asset Management first reported a position in SVB Financial Group in Q2 2014 and held it in 2 quarters.
  • Orinda Asset Management's SVB Financial Group position peaked at $187K in Q2 2014.
  • 289 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2014.

Based on Orinda Asset Management's 13F filing for Q4 2014, filed 2 Feb 2015.