TI
SIVB

Turner Investments’s SVB Financial Group SIVB Stock Holding History

Turner Investments’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
2017
Q4 		– Sell
-750
Closed -$140K – 82
2017
Q3 		$140K Sell
750
-1,450
-66% -$255K 0.63% 69
2017
Q2 		$387K Buy
2,200
+1,200
+120% +$215K 0.25% 114
2017
Q1 		$186K Sell
1,000
-4,000
-80% -$727K 0.12% 189
2016
Q4 		$858K Buy
+5,000
New +$717K 0.35% 110
2013
Q3 		– Sell
-3,750
Closed -$312K – 744
2013
Q2 		$312K Buy
+3,750
New +$274K ﹤0.01% 543

Other funds holding SIVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Turner Investments's SIVB Position: Q4 2017 in Review

Turner Investments sold out of SVB Financial Group (SIVB) in Q4 2017, closing a stake of 750 shares — an estimated $140K sold.

Turner Investments first reported a position in SIVB in Q2 2013 and held it in 5 quarters. The position peaked at $858K in Q4 2016. 478 funds tracked by Wall St. Rank hold SIVB as of Q4 2017.

  • Turner Investments reported no remaining SVB Financial Group position as of Q4 2017 after selling out during the quarter.
  • Turner Investments sold 750 SVB Financial Group shares in Q4 2017, an estimated $140K.
  • Turner Investments first reported a position in SVB Financial Group in Q2 2013 and held it in 5 quarters.
  • Turner Investments's SVB Financial Group position peaked at $858K in Q4 2016.
  • 478 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2017.

Based on Turner Investments's 13F filing for Q4 2017, filed 2 Feb 2018.