WP
SIVB

WMS Partners’s SVB Financial Group SIVB Stock Holding History

WMS Partners’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
2013
Q3 		– Sell
-2,420
Closed -$202K – 245
2013
Q2 		$202K Buy
+2,420
New +$177K 0.04% 219

Other funds holding SIVB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WMS Partners's SIVB Position: Q3 2013 in Review

WMS Partners sold out of SVB Financial Group (SIVB) in Q3 2013, closing a stake of 2,420 shares — an estimated $202K sold.

WMS Partners first reported a position in SIVB in Q2 2013 and held it in 1 quarter. The position peaked at $202K in Q2 2013. 239 funds tracked by Wall St. Rank hold SIVB as of Q3 2013.

  • WMS Partners reported no remaining SVB Financial Group position as of Q3 2013 after selling out during the quarter.
  • WMS Partners sold 2,420 SVB Financial Group shares in Q3 2013, an estimated $202K.
  • WMS Partners first reported a position in SVB Financial Group in Q2 2013 and held it in 1 quarter.
  • WMS Partners's SVB Financial Group position peaked at $202K in Q2 2013.
  • 239 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2013.

Based on WMS Partners's 13F filing for Q3 2013, filed 15 Oct 2013.