RFS
SIVB

Rockefeller Financial Services’s SVB Financial Group SIVB Stock Holding History

Rockefeller Financial Services’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
Q4 		$36K Hold
152
– – ﹤0.01% 436
2017
Q3 		$28K Buy
+152
New +$26.7K ﹤0.01% 457

Other funds holding SIVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Rockefeller Financial Services's SIVB Position: Q4 2017 in Review

Rockefeller Financial Services held its SVB Financial Group (SIVB) position steady in Q4 2017 at 152 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Rockefeller Financial Services first reported a position in SIVB in Q3 2017 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold SIVB as of Q4 2017.

  • Rockefeller Financial Services held 152 shares of SVB Financial Group worth $36K as of Q4 2017.
  • Rockefeller Financial Services left its SVB Financial Group share count unchanged in Q4 2017.
  • SVB Financial Group made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #436 holding.
  • Rockefeller Financial Services first reported a position in SVB Financial Group in Q3 2017 and has held it in 2 quarters since.
  • 478 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.