PWM
SIVB

Patriot Wealth Management’s SVB Financial Group SIVB Stock Holding History

Patriot Wealth 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
Q3 		– Sell
-37,726
Closed -$4.4M – 65
2014
Q2 		$4.4M Buy
37,726
+182
+0.5% +$20.3K 1.11% 35
2014
Q1 		$4.83M Buy
37,544
+706
+2% +$82.5K 1.29% 30
2013
Q4 		$3.86M Sell
36,838
-315
-0.8% -$30.8K 1.07% 39
2013
Q3 		$3.21M Sell
37,153
-1,332
-3% -$115K 0.95% 44
2013
Q2 		$3.21M Buy
+38,485
New +$2.82M 1.01% 41

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Patriot Wealth Management's SIVB Position: Q3 2014 in Review

Patriot Wealth Management sold out of SVB Financial Group (SIVB) in Q3 2014, closing a stake of 37,726 shares — an estimated $4.4M sold.

Patriot Wealth Management first reported a position in SIVB in Q2 2013 and held it in 5 quarters. The position peaked at $4.83M in Q1 2014. 295 funds tracked by Wall St. Rank hold SIVB as of Q3 2014.

  • Patriot Wealth Management reported no remaining SVB Financial Group position as of Q3 2014 after selling out during the quarter.
  • Patriot Wealth Management sold 37,726 SVB Financial Group shares in Q3 2014, an estimated $4.4M.
  • Patriot Wealth Management first reported a position in SVB Financial Group in Q2 2013 and held it in 5 quarters.
  • Patriot Wealth Management's SVB Financial Group position peaked at $4.83M in Q1 2014.
  • 295 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2014.

Based on Patriot Wealth Management's 13F filing for Q3 2014, filed 7 Nov 2014.