SLG
SIVB

Stanley-Laman Group’s SVB Financial Group SIVB Stock Holding History

Stanley-Laman Group’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
-10,780
Closed -$1.28M – 376
2015
Q4 		$1.28M Buy
10,780
+4,163
+63% +$516K 0.22% 120
2015
Q3 		$765K Buy
6,617
+151
+2% +$20.2K 0.16% 150
2015
Q2 		$931K Buy
6,466
+296
+5% +$40K 0.17% 147
2015
Q1 		$784K Buy
6,170
+849
+16% +$101K 0.14% 164
2014
Q4 		$618K Buy
5,321
+1,140
+27% +$124K 0.12% 187
2014
Q3 		$469K Buy
4,181
+301
+8% +$33.4K 0.09% 206
2014
Q2 		$452K Buy
+3,880
New +$433K 0.08% 212

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

Stanley-Laman Group's SIVB Position: Q1 2016 in Review

Stanley-Laman Group sold out of SVB Financial Group (SIVB) in Q1 2016, closing a stake of 10,780 shares — an estimated $1.28M sold.

Stanley-Laman Group first reported a position in SIVB in Q2 2014 and held it in 7 quarters. The position peaked at $1.28M in Q4 2015. 343 funds tracked by Wall St. Rank hold SIVB as of Q1 2016.

  • Stanley-Laman Group reported no remaining SVB Financial Group position as of Q1 2016 after selling out during the quarter.
  • Stanley-Laman Group sold 10,780 SVB Financial Group shares in Q1 2016, an estimated $1.28M.
  • Stanley-Laman Group first reported a position in SVB Financial Group in Q2 2014 and held it in 7 quarters.
  • Stanley-Laman Group's SVB Financial Group position peaked at $1.28M in Q4 2015.
  • 343 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2016.

Based on Stanley-Laman Group's 13F filing for Q1 2016, filed 9 May 2016.