PIM
SIVB

Progressive Investment Management’s SVB Financial Group SIVB Stock Holding History

Progressive Investment 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
-3,432
Closed -$408K – 79
2015
Q4 		$408K Sell
3,432
-51
-1% -$6.33K 0.44% 56
2015
Q3 		$402K Sell
3,483
-230
-6% -$30.8K 0.46% 53
2015
Q2 		$535K Sell
3,713
-1,253
-25% -$169K 0.59% 43
2015
Q1 		$630K Sell
4,966
-60,986
-92% -$7.29M 2.17% 22
2014
Q4 		$7.66M Buy
65,952
+158
+0.2% +$17.2K 2.63% 17
2014
Q3 		$7.38M Sell
65,794
-212
-0.3% -$23.5K 2.56% 18
2014
Q2 		$7.7M Buy
66,006
+523
+0.8% +$58.3K 2.48% 19
2014
Q1 		$8.43M Buy
65,483
+319
+0.5% +$37.3K 2.71% 9
2013
Q4 		$6.83M Buy
65,164
+254
+0.4% +$24.9K 2.34% 23
2013
Q3 		$5.61M Buy
+64,910
New +$5.61M 2.08% 31

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

Progressive Investment Management's SIVB Position: Q1 2016 in Review

Progressive Investment Management sold out of SVB Financial Group (SIVB) in Q1 2016, closing a stake of 3,432 shares — an estimated $408K sold.

Progressive Investment Management first reported a position in SIVB in Q3 2013 and held it in 10 quarters. The position peaked at $8.43M in Q1 2014. 343 funds tracked by Wall St. Rank hold SIVB as of Q1 2016.

  • Progressive Investment Management reported no remaining SVB Financial Group position as of Q1 2016 after selling out during the quarter.
  • Progressive Investment Management sold 3,432 SVB Financial Group shares in Q1 2016, an estimated $408K.
  • Progressive Investment Management first reported a position in SVB Financial Group in Q3 2013 and held it in 10 quarters.
  • Progressive Investment Management's SVB Financial Group position peaked at $8.43M in Q1 2014.
  • 343 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2016.

Based on Progressive Investment Management's 13F filing for Q1 2016, filed 13 May 2016.