PCM
SIVB

Piermont Capital Management’s SVB Financial Group SIVB Stock Holding History

Piermont Capital 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
2016
Q1 		– Sell
-2,000
Closed -$238K – 288
2015
Q4 		$238K Buy
+2,000
New +$248K 0.08% 220

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Piermont Capital Management's SIVB Position: Q1 2016 in Review

Piermont Capital Management sold out of SVB Financial Group (SIVB) in Q1 2016, closing a stake of 2,000 shares — an estimated $238K sold.

Piermont Capital Management first reported a position in SIVB in Q4 2015 and held it in 1 quarter. The position peaked at $238K in Q4 2015. 343 funds tracked by Wall St. Rank hold SIVB as of Q1 2016.

  • Piermont Capital Management reported no remaining SVB Financial Group position as of Q1 2016 after selling out during the quarter.
  • Piermont Capital Management sold 2,000 SVB Financial Group shares in Q1 2016, an estimated $238K.
  • Piermont Capital Management first reported a position in SVB Financial Group in Q4 2015 and held it in 1 quarter.
  • Piermont Capital Management's SVB Financial Group position peaked at $238K in Q4 2015.
  • 343 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2016.

Based on Piermont Capital Management's 13F filing for Q1 2016, filed 11 May 2016.