TF
SIVB

Tompkins Financial’s SVB Financial Group SIVB Stock Holding History

Tompkins Financial’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
Q3 		– Sell
-139
Closed -$13K – 538
2016
Q2 		$13K Hold
139
– – ﹤0.01% 372
2016
Q1 		$14K Buy
139
+34
+32% +$3.29K ﹤0.01% 353
2015
Q4 		$12K Hold
105
– – ﹤0.01% 404
2015
Q3 		$12K Hold
105
– – ﹤0.01% 411
2015
Q2 		$15K Sell
105
-38
-27% -$5.14K ﹤0.01% 403
2015
Q1 		$18K Hold
143
– – ﹤0.01% 395
2014
Q4 		$17K Hold
143
– – ﹤0.01% 345
2014
Q3 		$16K Buy
143
+45
+46% +$4.99K ﹤0.01% 344
2014
Q2 		$11K Hold
98
– – ﹤0.01% 380
2014
Q1 		$13K Sell
98
-47
-32% -$5.49K ﹤0.01% 371
2013
Q4 		$15K Buy
+145
New +$14.2K ﹤0.01% 379

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tompkins Financial's SIVB Position: Q3 2016 in Review

Tompkins Financial sold out of SVB Financial Group (SIVB) in Q3 2016, closing a stake of 139 shares — an estimated $13K sold.

Tompkins Financial first reported a position in SIVB in Q4 2013 and held it in 11 quarters. The position peaked at $18K in Q1 2015. 326 funds tracked by Wall St. Rank hold SIVB as of Q3 2016.

  • Tompkins Financial reported no remaining SVB Financial Group position as of Q3 2016 after selling out during the quarter.
  • Tompkins Financial sold 139 SVB Financial Group shares in Q3 2016, an estimated $13K.
  • Tompkins Financial first reported a position in SVB Financial Group in Q4 2013 and held it in 11 quarters.
  • Tompkins Financial's SVB Financial Group position peaked at $18K in Q1 2015.
  • 326 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2016.

Based on Tompkins Financial's 13F filing for Q3 2016, filed 13 Oct 2016.