WFM
SIVB

Wilmington Funds Management’s SVB Financial Group SIVB Stock Holding History

Wilmington Funds 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
2014
Q2 		$7.28M Buy
62,400
+7,125
+13% +$794K 0.74% 23
2014
Q1 		$7.12M Buy
55,275
+500
+0.9% +$58.4K 0.77% 13
2013
Q4 		$5.74M Sell
54,775
-12,800
-19% -$1.25M 0.57% 39
2013
Q3 		$5.84M Buy
67,575
+100
+0.1% +$8.64K 0.56% 35
2013
Q2 		$5.62M Buy
+67,475
New +$4.94M 0.53% 40

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

Wilmington Funds Management's SIVB Position: Q2 2014 in Review

Wilmington Funds Management increased its SVB Financial Group (SIVB) stake by 13% in Q2 2014, buying an estimated $794K and bringing the position to 62,400 shares worth $7.28M. The position accounts for 0.74% of the portfolio, ranked #23.

Wilmington Funds Management first reported a position in SIVB in Q2 2013 and has held it in 5 quarters since. 299 funds tracked by Wall St. Rank hold SIVB as of Q2 2014.

  • Wilmington Funds Management held 62,400 shares of SVB Financial Group worth $7.28M as of Q2 2014.
  • Wilmington Funds Management bought 7,125 SVB Financial Group shares in Q2 2014, an estimated $794K.
  • SVB Financial Group made up 0.74% of Wilmington Funds Management's portfolio in Q2 2014, its #23 holding.
  • Wilmington Funds Management first reported a position in SVB Financial Group in Q2 2013 and has held it in 5 quarters since.
  • 299 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.