Princeton Alpha Management’s SVB Financial Group SIVB Stock Holding History

Princeton Alpha 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
2017 Q1	–	Sell	-2,804	Closed	-$481K	–	864
2016 Q4	$481K	Buy	+2,804	New	+$402K	0.1%	316
2016 Q3	–	Sell	-10,330	Closed	-$983K	–	1073
2016 Q2	$983K	Buy	+10,330	New	+$1.06M	0.18%	175
2016 Q1	–	Sell	-16,052	Closed	-$1.91M	–	1069
2015 Q4	$1.91M	Buy	16,052 +7,944	+98%	+$985K	0.33%	82
2015 Q3	$937K	Buy	+8,108	New	+$1.09M	0.19%	148
2014 Q2	–	Sell	-3,344	Closed	-$431K	–	976
2014 Q1	$431K	Buy	3,344 +1,342	+67%	+$157K	0.13%	229
2013 Q4	$210K	Buy	+2,002	New	+$196K	0.15%	305

Other funds holding SIVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Princeton Alpha Management's SIVB Position: Q1 2017 in Review

Princeton Alpha Management sold out of SVB Financial Group (SIVB) in Q1 2017, closing a stake of 2,804 shares — an estimated $481K sold.

Princeton Alpha Management first reported a position in SIVB in Q4 2013 and held it in 6 quarters. The position peaked at $1.91M in Q4 2015. 391 funds tracked by Wall St. Rank hold SIVB as of Q1 2017.

Princeton Alpha Management reported no remaining SVB Financial Group position as of Q1 2017 after selling out during the quarter.
Princeton Alpha Management sold 2,804 SVB Financial Group shares in Q1 2017, an estimated $481K.
Princeton Alpha Management first reported a position in SVB Financial Group in Q4 2013 and held it in 6 quarters.
Princeton Alpha Management's SVB Financial Group position peaked at $1.91M in Q4 2015.
391 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2017.

Based on Princeton Alpha Management's 13F filing for Q1 2017, filed 3 May 2017.