WTNA
SIVB

Wilmington Trust National Association’s SVB Financial Group SIVB Stock Holding History

Wilmington Trust National Association’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 		$235K Buy
2,011
+119
+6% +$13.3K 0.01% 553
2014
Q1 		$243K Buy
+1,892
New +$221K 0.01% 529

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 $609B AUM 40.19% 1-Year Est. Return
IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Wilmington Trust National Association's SIVB Position: Q2 2014 in Review

Wilmington Trust National Association increased its SVB Financial Group (SIVB) stake by 6.3% in Q2 2014, buying an estimated $13.3K and bringing the position to 2,011 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #553.

Wilmington Trust National Association first reported a position in SIVB in Q1 2014 and has held it in 2 quarters since. The position peaked at $243K in Q1 2014. 299 funds tracked by Wall St. Rank hold SIVB as of Q2 2014.

  • Wilmington Trust National Association held 2,011 shares of SVB Financial Group worth $235K as of Q2 2014.
  • Wilmington Trust National Association bought 119 SVB Financial Group shares in Q2 2014, an estimated $13.3K.
  • SVB Financial Group made up 0.01% of Wilmington Trust National Association's portfolio in Q2 2014, its #553 holding.
  • Wilmington Trust National Association first reported a position in SVB Financial Group in Q1 2014 and has held it in 2 quarters since.
  • Wilmington Trust National Association's SVB Financial Group position peaked at $243K in Q1 2014.
  • 299 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2014.

Based on Wilmington Trust National Association's 13F filing for Q2 2014, filed 13 Aug 2014.