WA
SIVB

Waverly Advisors’s SVB Financial Group SIVB Stock Holding History

Waverly 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
Q4 		– Sell
-1,350
Closed -$151K – 778
2014
Q3 		$151K Hold
1,350
– – 0.08% 101
2014
Q2 		$157K Hold
1,350
– – 0.07% 112
2014
Q1 		$174K Hold
1,350
– – 0.08% 103
2013
Q4 		$142K Buy
+1,350
New +$132K 0.05% 181

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Waverly Advisors's SIVB Position: Q4 2014 in Review

Waverly Advisors sold out of SVB Financial Group (SIVB) in Q4 2014, closing a stake of 1,350 shares — an estimated $151K sold.

Waverly Advisors first reported a position in SIVB in Q4 2013 and held it in 4 quarters. The position peaked at $174K in Q1 2014. 289 funds tracked by Wall St. Rank hold SIVB as of Q4 2014.

  • Waverly Advisors reported no remaining SVB Financial Group position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 1,350 SVB Financial Group shares in Q4 2014, an estimated $151K.
  • Waverly Advisors first reported a position in SVB Financial Group in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's SVB Financial Group position peaked at $174K in Q1 2014.
  • 289 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.