TSWM
SIVB

Triangle Securities Wealth Management’s SVB Financial Group SIVB Stock Holding History

Triangle Securities Wealth Management’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
Q3 		– Sell
-200
Closed -$17K – 481
2013
Q2 		$17K Buy
+200
New +$14.6K 0.01% 407

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
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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Triangle Securities Wealth Management's SIVB Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of SVB Financial Group (SIVB) in Q3 2013, closing a stake of 200 shares — an estimated $17K sold.

Triangle Securities Wealth Management first reported a position in SIVB in Q2 2013 and held it in 1 quarter. The position peaked at $17K in Q2 2013. 239 funds tracked by Wall St. Rank hold SIVB as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining SVB Financial Group position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 200 SVB Financial Group shares in Q3 2013, an estimated $17K.
  • Triangle Securities Wealth Management first reported a position in SVB Financial Group in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's SVB Financial Group position peaked at $17K in Q2 2013.
  • 239 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.