PI
SIVB

Placemark Investments’s SVB Financial Group SIVB Stock Holding History

Placemark Investments’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 		$1.8M Sell
15,524
-2,917
-16% -$318K 0.03% 605
2014
Q3 		$2.07M Buy
18,441
+1,622
+10% +$180K 0.04% 545
2014
Q2 		$1.96M Buy
16,819
+558
+3% +$62.2K 0.04% 579
2014
Q1 		$2.09M Buy
16,261
+2,520
+18% +$294K 0.04% 517
2013
Q4 		$1.44M Sell
13,741
-684
-5% -$66.9K 0.02% 694
2013
Q3 		$1.25M Buy
14,425
+1,580
+12% +$137K 0.02% 694
2013
Q2 		$1.07M Buy
+12,845
New +$940K 0.02% 726

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 $336B AUM 34.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Placemark Investments's SIVB Position: Q4 2014 in Review

Placemark Investments reduced its SVB Financial Group (SIVB) stake by 16% in Q4 2014, selling an estimated $318K and leaving 15,524 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #605.

Placemark Investments first reported a position in SIVB in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.09M in Q1 2014. 289 funds tracked by Wall St. Rank hold SIVB as of Q4 2014.

  • Placemark Investments held 15,524 shares of SVB Financial Group worth $1.8M as of Q4 2014.
  • Placemark Investments sold 2,917 SVB Financial Group shares in Q4 2014, an estimated $318K.
  • SVB Financial Group made up 0.03% of Placemark Investments's portfolio in Q4 2014, its #605 holding.
  • Placemark Investments first reported a position in SVB Financial Group in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's SVB Financial Group position peaked at $2.09M in Q1 2014.
  • 289 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.