TFA
SIVB

Transamerica Financial Advisors’s SVB Financial Group SIVB Stock Holding History

Transamerica Financial Advisors’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
Q2 		– Sell
-1,800
Closed -$232K – 733
2014
Q1 		$232K Buy
+1,800
New +$210K 0.02% 243

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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Transamerica Financial Advisors's SIVB Position: Q2 2014 in Review

Transamerica Financial Advisors sold out of SVB Financial Group (SIVB) in Q2 2014, closing a stake of 1,800 shares — an estimated $232K sold.

Transamerica Financial Advisors first reported a position in SIVB in Q1 2014 and held it in 1 quarter. The position peaked at $232K in Q1 2014. 299 funds tracked by Wall St. Rank hold SIVB as of Q2 2014.

  • Transamerica Financial Advisors reported no remaining SVB Financial Group position as of Q2 2014 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1,800 SVB Financial Group shares in Q2 2014, an estimated $232K.
  • Transamerica Financial Advisors first reported a position in SVB Financial Group in Q1 2014 and held it in 1 quarter.
  • Transamerica Financial Advisors's SVB Financial Group position peaked at $232K in Q1 2014.
  • 299 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2014.

Based on Transamerica Financial Advisors's 13F filing for Q2 2014, filed 14 Jul 2014.