SAG
SIVB

Sterne Agee Group’s SVB Financial Group SIVB Stock Holding History

Sterne Agee 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
2013
Q4 		– Sell
-7,731
Closed -$668K – 324
2013
Q3 		$668K Buy
7,731
+582
+8% +$50.3K 0.26% 92
2013
Q2 		$596K Buy
+7,149
New +$523K 0.21% 121

Other funds holding SIVB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Sterne Agee Group's SIVB Position: Q4 2013 in Review

Sterne Agee Group sold out of SVB Financial Group (SIVB) in Q4 2013, closing a stake of 7,731 shares — an estimated $668K sold.

Sterne Agee Group first reported a position in SIVB in Q2 2013 and held it in 2 quarters. The position peaked at $668K in Q3 2013. 251 funds tracked by Wall St. Rank hold SIVB as of Q4 2013.

  • Sterne Agee Group reported no remaining SVB Financial Group position as of Q4 2013 after selling out during the quarter.
  • Sterne Agee Group sold 7,731 SVB Financial Group shares in Q4 2013, an estimated $668K.
  • Sterne Agee Group first reported a position in SVB Financial Group in Q2 2013 and held it in 2 quarters.
  • Sterne Agee Group's SVB Financial Group position peaked at $668K in Q3 2013.
  • 251 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2013.

Based on Sterne Agee Group's 13F filing for Q4 2013, filed 18 Feb 2014.