RNS
SIVB

Robert N. Shapiro’s SVB Financial Group SIVB Stock Holding History

Robert N. Shapiro’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 		$68K Hold
589
– – 0.01% 407
2014
Q3 		$66K Hold
589
– – 0.01% 431
2014
Q2 		$69K Hold
589
– – 0.01% 420
2014
Q1 		$75K Sell
589
-11
-2% -$1.28K 0.01% 413
2013
Q4 		$63K Sell
600
-19
-3% -$1.86K 0.01% 424
2013
Q3 		$53K Buy
619
+399
+181% +$34.5K 0.01% 575
2013
Q2 		$18K Buy
+220
New +$16.1K ﹤0.01% 744

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 $295B AUM 31.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Robert N. Shapiro's SIVB Position: Q4 2014 in Review

Robert N. Shapiro held its SVB Financial Group (SIVB) position steady in Q4 2014 at 589 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #407.

Robert N. Shapiro first reported a position in SIVB in Q2 2013 and has held it in 7 quarters since. The position peaked at $75K in Q1 2014. 289 funds tracked by Wall St. Rank hold SIVB as of Q4 2014.

  • Robert N. Shapiro held 589 shares of SVB Financial Group worth $68K as of Q4 2014.
  • Robert N. Shapiro left its SVB Financial Group share count unchanged in Q4 2014.
  • SVB Financial Group made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #407 holding.
  • Robert N. Shapiro first reported a position in SVB Financial Group in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's SVB Financial Group position peaked at $75K in Q1 2014.
  • 289 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.