WCBA
SIVB

Weaver C. Barksdale & Associates’s SVB Financial Group SIVB Stock Holding History

Weaver C. Barksdale & Associates’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 		$10K Sell
44
-11
-20% -$2.34K 0.01% 289
2017
Q3 		$10K Buy
55
+5
+10% +$879 0.01% 281
2017
Q2 		$9K Hold
50
– – 0.01% 296
2017
Q1 		$9K Hold
50
– – 0.01% 304
2016
Q4 		$9K Sell
50
-11
-18% -$1.58K 0.01% 306
2016
Q3 		$7K Sell
61
-15
-20% -$1.56K 0.01% 341
2016
Q2 		$7K Hold
76
– – 0.01% 324
2016
Q1 		$8K Buy
76
+25
+49% +$2.42K 0.01% 325
2015
Q4 		$6K Buy
51
+5
+11% +$620 ﹤0.01% 369
2015
Q3 		$5K Buy
46
+5
+12% +$670 ﹤0.01% 394
2015
Q2 		$6K Sell
41
-17
-29% -$2.3K ﹤0.01% 378
2015
Q1 		$7K Hold
58
– – 0.01% 354
2014
Q4 		$7K Sell
58
-9
-13% -$982 0.01% 337
2014
Q3 		$8K Buy
67
+5
+8% +$555 0.01% 303
2014
Q2 		$7K Buy
62
+14
+29% +$1.56K 0.01% 338
2014
Q1 		$6K Sell
48
-7
-13% -$818 0.01% 363
2013
Q4 		$6K Hold
55
– – 0.01% 372
2013
Q3 		$5K Hold
55
– – ﹤0.01% 400
2013
Q2 		$5K Buy
+55
New +$4.02K ﹤0.01% 393

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

Weaver C. Barksdale & Associates's SIVB Position: Q4 2017 in Review

Weaver C. Barksdale & Associates reduced its SVB Financial Group (SIVB) stake by 20% in Q4 2017, selling an estimated $2.34K and leaving 44 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #289.

Weaver C. Barksdale & Associates first reported a position in SIVB in Q2 2013 and has held it in 19 quarters since. 478 funds tracked by Wall St. Rank hold SIVB as of Q4 2017.

  • Weaver C. Barksdale & Associates held 44 shares of SVB Financial Group worth $10K as of Q4 2017.
  • Weaver C. Barksdale & Associates sold 11 SVB Financial Group shares in Q4 2017, an estimated $2.34K.
  • SVB Financial Group made up 0.01% of Weaver C. Barksdale & Associates's portfolio in Q4 2017, its #289 holding.
  • Weaver C. Barksdale & Associates first reported a position in SVB Financial Group in Q2 2013 and has held it in 19 quarters since.
  • 478 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2017.

Based on Weaver C. Barksdale & Associates's 13F filing for Q4 2017, filed 10 Jan 2018.