ST
SIVB

Stifel Trust’s SVB Financial Group SIVB Stock Holding History

Stifel Trust’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
Q3 		$15K Hold
127
– – ﹤0.01% 386
2014
Q2 		$15K Hold
127
– – ﹤0.01% 350
2014
Q1 		$17K Hold
127
– – ﹤0.01% 364
2013
Q4 		$14K Hold
127
– – ﹤0.01% 371
2013
Q3 		$11K Hold
127
– – ﹤0.01% 382
2013
Q2 		$11K Buy
+127
New +$9.29K ﹤0.01% 375

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Stifel Trust's SIVB Position: Q3 2014 in Review

Stifel Trust held its SVB Financial Group (SIVB) position steady in Q3 2014 at 127 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Stifel Trust first reported a position in SIVB in Q2 2013 and has held it in 6 quarters since. The position peaked at $17K in Q1 2014. 295 funds tracked by Wall St. Rank hold SIVB as of Q3 2014.

  • Stifel Trust held 127 shares of SVB Financial Group worth $15K as of Q3 2014.
  • Stifel Trust left its SVB Financial Group share count unchanged in Q3 2014.
  • SVB Financial Group made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #386 holding.
  • Stifel Trust first reported a position in SVB Financial Group in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's SVB Financial Group position peaked at $17K in Q1 2014.
  • 295 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.