| Filed | As-Of/On | Form | Fullname | Fund Class | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypotheticals Return |
Hypotheticals Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
News Article |
History |
|---|
| 2009-11-20 | 2009-09-30 | 13F-HR/A | Janus Capital Management Llc | Institution | 136,610 | Added More | 55,009 | 67.41 % | $5,218,502 | $5,218,502 | $0 | 0.00 % | $0 | | | | | | News Article | History of Janus Capital Management Llc Ownership Of Svb Financial Group |
| 2009-11-19 | 2009-09-30 | 13F-HR/A | Royal Bank Of Canada | Institution | 85 | Sold Some | -181 | -68.04 % | $3,261 | $3,247 | $-14 | -0.41 % | $29 | | | | | | News Article | History of Royal Bank Of Canada Ownership Of Svb Financial Group |
| 2009-11-19 | 2009-09-30 | N-Q | William Blair Funds - Value Discovery Fund | Multi-Cap Core | 17,015 | Added More | 2,455 | 16.86 % | $652,695 | $649,973 | $-2,722 | -0.41 % | $-393 | | | | | | News Article | History of William Blair Funds - Value Discovery Fund Ownership Of Svb Financial Group |
| 2009-11-18 | 2009-09-30 | 13F-HR | Jane Street Holding Llc | Institution | 8,967 | New Holding | 8,967 | 100 % | $356,259 | $342,539 | $-13,720 | -3.85 % | $-13,720 | | | | | | News Article | History of Jane Street Holding Llc Ownership Of Svb Financial Group |
| 2009-11-18 | 2009-09-30 | N-Q | Umb Scout Funds - Small Cap Fund | Small-Cap Core | 60,000 | New Holding | 60,000 | 100 % | $2,383,800 | $2,292,000 | $-91,800 | -3.85 % | $-91,800 | | | | | | News Article | History of Umb Scout Funds - Small Cap Fund Ownership Of Svb Financial Group |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Amvescap Plc | Institution | 592,648 | Sold Some | -130,533 | -18.04 % | $24,049,656 | $22,639,154 | $-1,410,502 | -5.86 % | $310,669 | | | | | | News Article | History of Amvescap Plc Ownership Of Svb Financial Group |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Credit Suisse First Boston | Institution | 23,971 | Sold Some | -42,834 | -64.11 % | $972,743 | $915,692 | $-57,051 | -5.86 % | $101,945 | | | | | | News Article | History of Credit Suisse First Boston Ownership Of Svb Financial Group |
| 2009-11-17 | 2009-09-30 | 13F-HR | Wells Fargo And Co | Institution | 555,527 | Sold Some | -106,033 | -16.02 % | $22,543,286 | $21,221,131 | $-1,322,154 | -5.86 % | $252,359 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ah Lisanti Capital Growth Llc | Institution | 37,010 | New Holding | 37,010 | 100 % | $1,585,138 | $1,413,782 | $-171,356 | -10.81 % | $-171,356 | | | | | | News Article | History of Ah Lisanti Capital Growth Llc Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | American International Group Inc | Institution | 101,101 | Sold Some | -300 | -0.29 % | $4,330,156 | $3,862,058 | $-468,098 | -10.81 % | $1,389 | | | | | | News Article | History of American International Group Inc Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Aqr Capital Management Llc | Institution | 13,773 | Sold Some | -60,353 | -81.41 % | $589,898 | $526,129 | $-63,769 | -10.81 % | $279,434 | | | | | | News Article | History of Aqr Capital Management Llc Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ashford Capital Management Inc | Institution | 196,745 | Sold Some | -8,900 | -4.32 % | $8,426,588 | $7,515,659 | $-910,929 | -10.81 % | $41,207 | | | | | | News Article | History of Ashford Capital Management Inc Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Banc Funds Co Llc | Institution | 13,000 | No Change | 0 | 0 % | $556,790 | $496,600 | $-60,190 | -10.81 % | $0 | | | | | | News Article | History of Banc Funds Co Llc Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Basswood Capital Management Llc | Institution | | Sold All | -750 | -100 % | | | | -10.81 % | $3,473 | | | | | | News Article | History of Basswood Capital Management Llc Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Bay Hill Capital Management Llc | No Data | | Sold All | -12,151 | -100 % | | | | -10.81 % | $56,259 | | | | | | News Article | History of Bay Hill Capital Management Llc Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Capital Research Global Investors | Institution | 1,510,000 | No Change | 0 | 0 % | $64,673,300 | $57,682,000 | $-6,991,300 | -10.81 % | $0 | | | | | | News Article | History of Capital Research Global Investors Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Capital World Investors | Institution | 904,000 | Sold Some | -150,000 | -14.23 % | $38,718,320 | $34,532,800 | $-4,185,520 | -10.81 % | $694,500 | | | | | | News Article | History of Capital World Investors Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Citadel L P | Institution | 2,679 | Sold Some | -136,832 | -98.07 % | $114,742 | $102,338 | $-12,404 | -10.81 % | $633,532 | | | | | | News Article | History of Citadel L P Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Eaton Vance Management | Institution | 95,877 | Added More | 1,100 | 1.16 % | $4,106,412 | $3,662,501 | $-443,911 | -10.81 % | $-5,093 | | | | | | News Article | History of Eaton Vance Management Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Epoch Investment Partners Inc | Institution | | Sold All | -108,100 | -100 % | | | | -10.81 % | $500,503 | | | | | | News Article | History of Epoch Investment Partners Inc Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fmr Corp | Institution | 3,020,652 | Added More | 2,544,352 | 534.19 % | $129,374,525 | $115,388,906 | $-13,985,619 | -10.81 % | $-11,780,350 | | | | | | News Article | History of Fmr Corp Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ing Groep Nv | Institution | 303,862 | Added More | 260,510 | 600.91 % | $13,014,409 | $11,607,528 | $-1,406,881 | -10.81 % | $-1,206,161 | | | | | | News Article | History of Ing Groep Nv Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Loomis Sayles And Co L P | Institution | 64,740 | New Holding | 64,740 | 100 % | $2,772,814 | $2,473,068 | $-299,746 | -10.81 % | $-299,746 | | | | | | News Article | History of Loomis Sayles And Co L P Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Madison Square Investors Llc | No Data | 24,405 | Added More | 21,020 | 620.97 % | $1,045,266 | $932,271 | $-112,995 | -10.81 % | $-97,323 | | | | | | News Article | History of Madison Square Investors Llc Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Mazama Capital Management Inc | Institution | 57,395 | New Holding | 57,395 | 100 % | $2,458,228 | $2,192,489 | $-265,739 | -10.81 % | $-265,739 | | | | | | News Article | History of Mazama Capital Management Inc Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Morgan Stanley | Institution | 477,570 | Added More | 391,366 | 453.99 % | $20,454,323 | $18,243,174 | $-2,211,149 | -10.81 % | $-1,812,025 | | | | | | News Article | History of Morgan Stanley Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | New York State Teachers Retirement System | Institution | 163,491 | New Holding | 163,491 | 100 % | $7,002,320 | $6,245,356 | $-756,963 | -10.81 % | $-756,963 | | | | | | News Article | History of New York State Teachers Retirement System Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Co Of Connecticut | Institution | | Sold All | -35,507 | -100 % | | | | -10.81 % | $164,397 | | | | | | News Article | History of Northern Trust Co Of Connecticut Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Corp | Institution | 500,594 | Added More | 41,833 | 9.11 % | $21,440,441 | $19,122,691 | $-2,317,750 | -10.81 % | $-193,687 | | | | | | News Article | History of Northern Trust Corp Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Oppenheimer Funds Inc | Institution | 900 | Added More | 100 | 12.50 % | $38,547 | $34,380 | $-4,167 | -10.81 % | $-463 | | | | | | News Article | History of Oppenheimer Funds Inc Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Oz Management Llc | Institution | | Sold All | -124,549 | -100 % | | | | -10.81 % | $576,662 | | | | | | News Article | History of Oz Management Llc Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Rafferty Asset Management Llc | Institution | 7,728 | Sold Some | -3,722 | -32.50 % | $330,990 | $295,210 | $-35,781 | -10.81 % | $17,233 | | | | | | News Article | History of Rafferty Asset Management Llc Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Scout Investment Advisors Inc | Institution | 63,060 | New Holding | 63,060 | 100 % | $2,700,860 | $2,408,892 | $-291,968 | -10.81 % | $-291,968 | | | | | | News Article | History of Scout Investment Advisors Inc Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | State Treasurer State Of Michigan | Institution | 21,000 | Sold Some | -200 | -0.94 % | $899,430 | $802,200 | $-97,230 | -10.81 % | $926 | | | | | | News Article | History of State Treasurer State Of Michigan Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Transamerica Investment Management Llc | Institution | 262,995 | Added More | 234,500 | 822.95 % | $11,264,076 | $10,046,409 | $-1,217,667 | -10.81 % | $-1,085,735 | | | | | | News Article | History of Transamerica Investment Management Llc Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Us Bancorp De | Institution | 9,463 | Sold Some | -1,516 | -13.80 % | $405,300 | $361,487 | $-43,814 | -10.81 % | $7,019 | | | | | | News Article | History of Us Bancorp De Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Wellington Management Co Llp | Institution | | Sold All | -268,300 | -100 % | | | | -10.81 % | $1,242,229 | | | | | | News Article | History of Wellington Management Co Llp Ownership Of Svb Financial Group |
| 2009-11-16 | 2009-09-30 | 13F-HR | Wentworth Hauser And Violich | Institution | 574,965 | Sold Some | -159,500 | -21.71 % | $24,625,751 | $21,963,663 | $-2,662,088 | -10.81 % | $738,485 | | | | | | News Article | History of Wentworth Hauser And Violich Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-11-13 | 13F-HR | Wilmington Trust Fsb | Institution | 6,000 | New Holding | 6,000 | 100 % | $253,200 | $229,200 | $-24,000 | -9.47 % | $-24,000 | | | | | | News Article | History of Wilmington Trust Fsb Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Ameriprise Financial Inc | Institution | 15,911 | Sold Some | -3,293 | -17.14 % | $671,444 | $607,800 | $-63,644 | -9.47 % | $13,172 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Axa | Institution | 391,206 | Sold Some | -72,249 | -15.58 % | $16,508,893 | $14,944,069 | $-1,564,824 | -9.47 % | $288,996 | | | | | | News Article | History of Axa Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Barclays Plc | Institution | 141 | Sold Some | -30,301 | -99.53 % | $5,950 | $5,386 | $-564 | -9.47 % | $121,204 | | | | | | News Article | History of Barclays Plc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Bnp Paribas Arbitrage Sa | Institution | 19,222 | New Holding | 19,222 | 100 % | $811,168 | $734,280 | $-76,888 | -9.47 % | $-76,888 | | | | | | News Article | History of Bnp Paribas Arbitrage Sa Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Bryn Mawr Capital Management Inc | Institution | | Sold All | -132,189 | -100 % | | | | -9.47 % | $528,756 | | | | | | News Article | History of Bryn Mawr Capital Management Inc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Caxton Associates Llc | Institution | | Sold All | -14,576 | -100 % | | | | -9.47 % | $58,304 | | | | | | News Article | History of Caxton Associates Llc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Clearbridge Advisors Llc | Institution | 133,140 | Added More | 11,640 | 9.58 % | $5,618,508 | $5,085,948 | $-532,560 | -9.47 % | $-46,560 | | | | | | News Article | History of Clearbridge Advisors Llc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Credit Agricole S A | Institution | 9,204 | Added More | 2,000 | 27.76 % | $388,409 | $351,593 | $-36,816 | -9.47 % | $-8,000 | | | | | | News Article | History of Credit Agricole S A Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Delaware Management Business Trust | Institution | 38,400 | Sold Some | -38,700 | -50.19 % | $1,620,480 | $1,466,880 | $-153,600 | -9.47 % | $154,800 | | | | | | News Article | History of Delaware Management Business Trust Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Diamondback Capital Management Llc | Institution | 11,471 | Sold Some | -400 | -3.36 % | $484,076 | $438,192 | $-45,884 | -9.47 % | $1,600 | | | | | | News Article | History of Diamondback Capital Management Llc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Fbr Capital Markets Corp | Insider | | Sold All | -90,000 | -100 % | | | | -9.47 % | $360,000 | | | | | | News Article | History of Fbr Capital Markets Corp Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Fiduciary Asset Management Co | Institution | 25,641 | New Holding | 25,641 | 100 % | $1,082,050 | $979,486 | $-102,564 | -9.47 % | $-102,564 | | | | | | News Article | History of Fiduciary Asset Management Co Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Gartmore Mutual Fund Capital Trust | Institution | 4,498 | Sold Some | -107,461 | -95.98 % | $189,816 | $171,824 | $-17,992 | -9.47 % | $429,844 | | | | | | News Article | History of Gartmore Mutual Fund Capital Trust Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Geode Capital Management Llc | Institution | 82,684 | Added More | 2,669 | 3.33 % | $3,489,265 | $3,158,529 | $-330,736 | -9.47 % | $-10,676 | | | | | | News Article | History of Geode Capital Management Llc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Goldman Sachs Group Inc | Institution | 130,630 | Sold Some | -16,889 | -11.44 % | $5,512,586 | $4,990,066 | $-522,520 | -9.47 % | $67,556 | | | | | | News Article | History of Goldman Sachs Group Inc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Jefferies Group Inc | Institution | | Sold All | -10,000 | -100 % | | | | -9.47 % | $40,000 | | | | | | News Article | History of Jefferies Group Inc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Knight Capital Group Inc | Institution | 4,867 | New Holding | 4,867 | 100 % | $205,387 | $185,919 | $-19,468 | -9.47 % | $-19,468 | | | | | | News Article | History of Knight Capital Group Inc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Labranche And Co Inc | Institution | 34,776 | Sold Some | -39,026 | -52.87 % | $1,467,547 | $1,328,443 | $-139,104 | -9.47 % | $156,104 | | | | | | News Article | History of Labranche And Co Inc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Legg Mason Capital Management Inc | Institution | 365,525 | New Holding | 365,525 | 100 % | $15,425,155 | $13,963,055 | $-1,462,100 | -9.47 % | $-1,462,100 | | | | | | News Article | History of Legg Mason Capital Management Inc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Lord Abbett And Co Llc | Institution | 1,366,012 | Added More | 57,934 | 4.42 % | $57,645,706 | $52,181,658 | $-5,464,048 | -9.47 % | $-231,736 | | | | | | News Article | History of Lord Abbett And Co Llc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Managed Account Advisors Llc | Institution | 2,475 | Sold Some | -47 | -1.86 % | $104,445 | $94,545 | $-9,900 | -9.47 % | $188 | | | | | | News Article | History of Managed Account Advisors Llc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | N-Q | Managers Amg Funds - Skyline Special Equities Portfolio | No Data | 72,500 | Sold Some | -5,000 | -6.45 % | $3,059,500 | $2,769,500 | $-290,000 | -9.47 % | $20,000 | | | | | | News Article | History of Managers Amg Funds - Skyline Special Equities Portfolio Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Martingale Asset Management L P | Institution | 14,700 | Added More | 2,401 | 19.52 % | $620,340 | $561,540 | $-58,800 | -9.47 % | $-9,604 | | | | | | News Article | History of Martingale Asset Management L P Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Mason Street Advisors Llc | Institution | 110,800 | Added More | 1,200 | 1.09 % | $4,675,760 | $4,232,560 | $-443,200 | -9.47 % | $-4,800 | | | | | | News Article | History of Mason Street Advisors Llc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | N-Q | Met Investors Series Trust - Metaim Small Cap Growth Portfolio | Small-Cap Growth | 215,365 | Added More | 5,510 | 2.62 % | $9,088,403 | $8,226,943 | $-861,460 | -9.47 % | $-22,040 | | | | | | News Article | History of Met Investors Series Trust - Metaim Small Cap Growth Portfolio Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR/A | Neuberger Berman Group Llc | No Data | 829,902 | Sold Some | -23,461 | -2.74 % | $35,021,864 | $31,702,256 | $-3,319,608 | -9.47 % | $93,844 | | | | | | News Article | History of Neuberger Berman Group Llc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | New York State Common Retirement Fund | Institution | 145,131 | Added More | 13,792 | 10.50 % | $6,124,528 | $5,544,004 | $-580,524 | -9.47 % | $-55,168 | | | | | | News Article | History of New York State Common Retirement Fund Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Nuveen Hydepark Group Llc | Institution | 20,530 | Sold Some | -1,583 | -7.15 % | $866,366 | $784,246 | $-82,120 | -9.47 % | $6,332 | | | | | | News Article | History of Nuveen Hydepark Group Llc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Panagora Asset Management Inc | Institution | 14,374 | No Change | 0 | 0 % | $606,583 | $549,087 | $-57,496 | -9.47 % | $0 | | | | | | News Article | History of Panagora Asset Management Inc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Paradigm Asset Management Co Llc | Institution | 60,600 | Added More | 49,900 | 466.35 % | $2,557,320 | $2,314,920 | $-242,400 | -9.47 % | $-199,600 | | | | | | News Article | History of Paradigm Asset Management Co Llc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Pergamon Offshore Advisors L P | Institution | 17,553 | New Holding | 17,553 | 100 % | $740,737 | $670,525 | $-70,212 | -9.47 % | $-70,212 | | | | | | News Article | History of Pergamon Offshore Advisors L P Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Price T Rowe Associates Inc | Institution | 2,168,700 | Added More | 6,200 | 0.28 % | $91,519,140 | $82,844,340 | $-8,674,800 | -9.47 % | $-24,800 | | | | | | News Article | History of Price T Rowe Associates Inc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Capital Markets Arbitrage S A | Institution | | Sold All | -1,641 | -100 % | | | | -9.47 % | $6,564 | | | | | | News Article | History of Rbc Capital Markets Arbitrage S A Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Dain Rauscher Inc | Institution | 4,476 | New Holding | 4,476 | 100 % | $188,887 | $170,983 | $-17,904 | -9.47 % | $-17,904 | | | | | | News Article | History of Rbc Dain Rauscher Inc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR/A | Research Affiliates Llc | Institution | 27,297 | No Change | 0 | 0 % | $1,151,933 | $1,042,745 | $-109,188 | -9.47 % | $0 | | | | | | News Article | History of Research Affiliates Llc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Sandler Oneill Asset Management Llc | Institution | 475,000 | Sold Some | -325,000 | -40.62 % | $20,045,000 | $18,145,000 | $-1,900,000 | -9.47 % | $1,300,000 | | | | | | News Article | History of Sandler Oneill Asset Management Llc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Sentinel Asset Management Inc | Institution | 2,300 | New Holding | 2,300 | 100 % | $97,060 | $87,860 | $-9,200 | -9.47 % | $-9,200 | | | | | | News Article | History of Sentinel Asset Management Inc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Sg Americas Securities Llc | Institution | 30,867 | Added More | 21,516 | 230.09 % | $1,302,587 | $1,179,119 | $-123,468 | -9.47 % | $-86,064 | | | | | | News Article | History of Sg Americas Securities Llc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Sterling Capital Management Llc | No Data | | Sold All | -257,920 | -100 % | | | | -9.47 % | $1,031,680 | | | | | | News Article | History of Sterling Capital Management Llc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Thompson Siegel And Walmsley Inc | Institution | 441,047 | Added More | 201,871 | 84.40 % | $18,612,183 | $16,847,995 | $-1,764,188 | -9.47 % | $-807,484 | | | | | | News Article | History of Thompson Siegel And Walmsley Inc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Thornburg Investment Management Inc | Institution | 1,739,712 | Sold Some | -169,432 | -8.87 % | $73,415,846 | $66,456,998 | $-6,958,848 | -9.47 % | $677,728 | | | | | | News Article | History of Thornburg Investment Management Inc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Van Strum And Towne Inc | Institution | 12,275 | New Holding | 12,275 | 100 % | $518,005 | $468,905 | $-49,100 | -9.47 % | $-49,100 | | | | | | News Article | History of Van Strum And Towne Inc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Vanguard Group Inc | Institution | 1,304,438 | Added More | 36,144 | 2.84 % | $55,047,284 | $49,829,532 | $-5,217,752 | -9.47 % | $-144,576 | | | | | | News Article | History of Vanguard Group Inc Ownership Of Svb Financial Group |
| 2009-11-13 | 2009-09-30 | 13F-HR | Wolverine Asset Management Llc | Institution | 3,300 | Sold Some | -46,662 | -93.39 % | $139,260 | $126,060 | $-13,200 | -9.47 % | $186,648 | | | | | | News Article | History of Wolverine Asset Management Llc Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Allianz Global Investors Of America L P | Institution | 40,730 | Sold Some | -14,707 | -26.52 % | $1,692,739 | $1,555,886 | $-136,853 | -8.08 % | $49,416 | | | | | | News Article | History of Allianz Global Investors Of America L P Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Bank Of America Corp | Institution | 1,687,922 | Sold Some | -21,762 | -1.27 % | $70,150,038 | $64,478,620 | $-5,671,418 | -8.08 % | $73,120 | | | | | | News Article | History of Bank Of America Corp Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Barclays Global Investors Uk Holdings Ltd | Institution | 2,467,747 | Added More | 119,744 | 5.09 % | $102,559,565 | $94,267,935 | $-8,291,630 | -8.08 % | $-402,340 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Chicago Equity Partners Llc | Institution | 296,395 | New Holding | 296,395 | 100 % | $12,318,176 | $11,322,289 | $-995,887 | -8.08 % | $-995,887 | | | | | | News Article | History of Chicago Equity Partners Llc Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Columbia Wanger Asset Management Lp | Institution | 1,230,300 | Sold Some | -198,500 | -13.89 % | $51,131,268 | $46,997,460 | $-4,133,808 | -8.08 % | $666,960 | | | | | | News Article | History of Columbia Wanger Asset Management Lp Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Credit Suisse | Institution | 6,901 | New Holding | 6,901 | 100 % | $286,806 | $263,618 | $-23,187 | -8.08 % | $-23,187 | | | | | | News Article | History of Credit Suisse Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Davidson D A And Co | Institution | 60,306 | Added More | 2,986 | 5.20 % | $2,506,317 | $2,303,689 | $-202,628 | -8.08 % | $-10,033 | | | | | | News Article | History of Davidson D A And Co Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Davidson Investment Advisors | Institution | 60,306 | Sold Some | -101,799 | -62.79 % | $2,506,317 | $2,303,689 | $-202,628 | -8.08 % | $342,045 | | | | | | News Article | History of Davidson Investment Advisors Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Eden Capital Management Partners Lp | Institution | | Sold All | -25,300 | -100 % | | | | -8.08 % | $85,008 | | | | | | News Article | History of Eden Capital Management Partners Lp Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | First Quadrant L P | Institution | 23,700 | Added More | 21,700 | 1085.00 % | $984,972 | $905,340 | $-79,632 | -8.08 % | $-72,912 | | | | | | News Article | History of First Quadrant L P Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Fortis Investments Management Usa Inc | Institution | 13,668 | No Change | 0 | 0 % | $568,042 | $522,118 | $-45,924 | -8.08 % | $0 | | | | | | News Article | History of Fortis Investments Management Usa Inc Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Gamco Investors Inc Et Al | Institution | 15,831 | New Holding | 15,831 | 100 % | $657,936 | $604,744 | $-53,192 | -8.08 % | $-53,192 | | | | | | News Article | History of Gamco Investors Inc Et Al Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR/A | Ing Investment Management Co | Institution | 322,430 | Added More | 303,210 | 1577.57 % | $13,400,191 | $12,316,826 | $-1,083,365 | -8.08 % | $-1,018,786 | | | | | | News Article | History of Ing Investment Management Co Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Kbc Group Nv | Institution | 11,457 | Sold Some | -17,902 | -60.97 % | $476,153 | $437,657 | $-38,496 | -8.08 % | $60,151 | | | | | | News Article | History of Kbc Group Nv Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Merrill Lynch And Co Inc | Institution | 14,336 | Sold Some | -6,830 | -32.26 % | $595,804 | $547,635 | $-48,169 | -8.08 % | $22,949 | | | | | | News Article | History of Merrill Lynch And Co Inc Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Mfc Global Investment Management Usa Ltd | Institution | 90,513 | Added More | 3,624 | 4.17 % | $3,761,720 | $3,457,597 | $-304,124 | -8.08 % | $-12,177 | | | | | | News Article | History of Mfc Global Investment Management Usa Ltd Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Nomura Asset Management Co Ltd | Institution | | Sold All | -30,000 | -100 % | | | | -8.08 % | $100,800 | | | | | | News Article | History of Nomura Asset Management Co Ltd Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Ii Inc | Institution | 19,585 | Added More | 3,870 | 24.62 % | $813,953 | $748,147 | $-65,806 | -8.08 % | $-13,003 | | | | | | News Article | History of Padco Advisors Ii Inc Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Inc | Institution | 10,645 | Sold Some | -4,483 | -29.63 % | $442,406 | $406,639 | $-35,767 | -8.08 % | $15,063 | | | | | | News Article | History of Padco Advisors Inc Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Palisade Capital Management Llc | Institution | 267,062 | Sold Some | -25,525 | -8.72 % | $11,099,097 | $10,201,768 | $-897,328 | -8.08 % | $85,764 | | | | | | News Article | History of Palisade Capital Management Llc Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Principal Financial Group Inc | Institution | 38,042 | Added More | 1,287 | 3.50 % | $1,581,026 | $1,453,204 | $-127,821 | -8.08 % | $-4,324 | | | | | | News Article | History of Principal Financial Group Inc Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Royal Bank Of Scotland Group Plc | Institution | 246,900 | No Change | 0 | 0 % | $10,261,164 | $9,431,580 | $-829,584 | -8.08 % | $0 | | | | | | News Article | History of Royal Bank Of Scotland Group Plc Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Russell Frank Co | Institution | 67,790 | Sold Some | -169,239 | -71.40 % | $2,817,352 | $2,589,578 | $-227,774 | -8.08 % | $568,643 | | | | | | News Article | History of Russell Frank Co Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Sovereign Asset Management Corp | Institution | 1,012,511 | No Change | 0 | 0 % | $42,079,957 | $38,677,920 | $-3,402,037 | -8.08 % | $0 | | | | | | News Article | History of Sovereign Asset Management Corp Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Susquehanna International Group Llp | Institution | 15,111 | Sold Some | -9,455 | -38.48 % | $628,013 | $577,240 | $-50,773 | -8.08 % | $31,769 | | | | | | News Article | History of Susquehanna International Group Llp Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Technical Financial Services Llc | Institution | 35,100 | New Holding | 35,100 | 100 % | $1,458,756 | $1,340,820 | $-117,936 | -8.08 % | $-117,936 | | | | | | News Article | History of Technical Financial Services Llc Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Timessquare Capital Management Llc | Institution | | Sold All | -869,100 | -100 % | | | | -8.08 % | $2,920,176 | | | | | | News Article | History of Timessquare Capital Management Llc Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Veritable L P | Institution | 26,551 | Added More | 4,101 | 18.26 % | $1,103,460 | $1,014,248 | $-89,211 | -8.08 % | $-13,779 | | | | | | News Article | History of Veritable L P Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Voyageur Asset Management Inc | Institution | 48,100 | Sold Some | -136,129 | -73.89 % | $1,999,036 | $1,837,420 | $-161,616 | -8.08 % | $457,393 | | | | | | News Article | History of Voyageur Asset Management Inc Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Westfield Capital Management Co Llc | Institution | | Sold All | -287,200 | -100 % | | | | -8.08 % | $964,992 | | | | | | News Article | History of Westfield Capital Management Co Llc Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | Wm Advisors Inc | Institution | | Sold All | -11,100 | -100 % | | | | -8.08 % | $37,296 | | | | | | News Article | History of Wm Advisors Inc Ownership Of Svb Financial Group |
| 2009-11-12 | 2009-09-30 | 13F-HR | World Asset Management Inc | Institution | 5,241 | New Holding | 5,241 | 100 % | $217,816 | $200,206 | $-17,610 | -8.08 % | $-17,610 | | | | | | News Article | History of World Asset Management Inc Ownership Of Svb Financial Group |
| 2009-11-10 | 2009-09-30 | 13F-HR | American Century Companies Inc | Institution | 66,470 | Sold Some | -11,130 | -14.34 % | $2,773,793 | $2,539,154 | $-234,639 | -8.45 % | $39,289 | | | | | | News Article | History of American Century Companies Inc Ownership Of Svb Financial Group |
| 2009-11-10 | 2009-09-30 | 13F-HR | Citigroup Inc | Institution | 10,147 | Sold Some | -114,841 | -91.88 % | $423,434 | $387,615 | $-35,819 | -8.45 % | $405,389 | | | | | | News Article | History of Citigroup Inc Ownership Of Svb Financial Group |
| 2009-11-10 | 2009-09-30 | 13F-HR | Comerica Bank | Institution | 31,053 | Sold Some | -14,222 | -31.41 % | $1,295,842 | $1,186,225 | $-109,617 | -8.45 % | $50,204 | | | | | | News Article | History of Comerica Bank Ownership Of Svb Financial Group |
| 2009-11-10 | 2009-09-30 | 13F-HR | Glenmede Trust Co Na | Institution | 62,157 | Sold Some | -22,545 | -26.61 % | $2,593,812 | $2,374,397 | $-219,414 | -8.45 % | $79,584 | | | | | | News Article | History of Glenmede Trust Co Na Ownership Of Svb Financial Group |
| 2009-11-10 | 2009-09-30 | 13F-HR | Ig Investment Management Ltd | Institution | 1,450 | New Holding | 1,450 | 100 % | $60,509 | $55,390 | $-5,119 | -8.45 % | $-5,119 | | | | | | News Article | History of Ig Investment Management Ltd Ownership Of Svb Financial Group |
| 2009-11-10 | 2009-09-30 | 13F-HR | J P Morgan Chase And Co | Institution | 353,182 | Added More | 143,670 | 68.57 % | $14,738,285 | $13,491,552 | $-1,246,732 | -8.45 % | $-507,155 | | | | | | News Article | History of J P Morgan Chase And Co Ownership Of Svb Financial Group |
| 2009-11-10 | 2009-09-30 | 13F-HR | Royce And Associates Llc | Institution | 480,100 | Sold Some | -66,000 | -12.08 % | $20,034,573 | $18,339,820 | $-1,694,753 | -8.45 % | $232,980 | | | | | | News Article | History of Royce And Associates Llc Ownership Of Svb Financial Group |
| 2009-11-10 | 2009-09-30 | 13F-HR | Ubs Ag | Institution | 605 | Sold Some | -177 | -22.63 % | $25,247 | $23,111 | $-2,136 | -8.45 % | $625 | | | | | | News Article | History of Ubs Ag Ownership Of Svb Financial Group |
| 2009-11-09 | 2009-09-30 | 13F-HR | Ccm Partners | Institution | 4,820 | No Change | 0 | 0 % | $202,151 | $184,124 | $-18,027 | -8.91 % | $0 | | | | | | News Article | History of Ccm Partners Ownership Of Svb Financial Group |
| 2009-11-09 | 2009-09-30 | 13F-HR | Federated Investors Inc | Institution | 58,574 | Sold Some | -12,247 | -17.29 % | $2,456,594 | $2,237,527 | $-219,067 | -8.91 % | $45,804 | | | | | | News Article | History of Federated Investors Inc Ownership Of Svb Financial Group |
| 2009-11-09 | 2009-09-30 | N-Q | Forum Funds - Adams Harkness Small Cap Growth Fund | Small-Cap Growth | 2,965 | New Holding | 2,965 | 100 % | $124,352 | $113,263 | $-11,089 | -8.91 % | $-11,089 | | | | | | News Article | History of Forum Funds - Adams Harkness Small Cap Growth Fund Ownership Of Svb Financial Group |
| 2009-11-09 | 2009-09-30 | 13F-HR | General Motors Investment Management Corp | Institution | 21,935 | Sold Some | -2,500 | -10.23 % | $919,954 | $837,917 | $-82,037 | -8.91 % | $9,350 | | | | | | News Article | History of General Motors Investment Management Corp Ownership Of Svb Financial Group |
| 2009-11-09 | 2009-09-30 | 13F-HR | Massachusetts Financial Services Co | Institution | 897,921 | Sold Some | -68,230 | -7.06 % | $37,658,807 | $34,300,582 | $-3,358,225 | -8.91 % | $255,180 | | | | | | News Article | History of Massachusetts Financial Services Co Ownership Of Svb Financial Group |
| 2009-11-09 | 2009-09-30 | 13F-HR | Missouri Valley Partners Inc | Institution | | Sold All | -14,699 | -100 % | | | | -8.91 % | $54,974 | | | | | | News Article | History of Missouri Valley Partners Inc Ownership Of Svb Financial Group |
| 2009-11-09 | 2009-09-30 | 13F-HR | Reilly Financial Advisors Llc | Institution | 1,625 | No Change | 0 | 0 % | $68,153 | $62,075 | $-6,078 | -8.91 % | $0 | | | | | | News Article | History of Reilly Financial Advisors Llc Ownership Of Svb Financial Group |
| 2009-11-09 | 2009-09-30 | 13F-HR | Vtl Associates Llc | Institution | | Sold All | -22 | -100 % | | | | -8.91 % | $82 | | | | | | News Article | History of Vtl Associates Llc Ownership Of Svb Financial Group |
| 2009-11-06 | 2009-09-30 | 13F-HR | Blair William And Co | Institution | 23,780 | Added More | 560 | 2.41 % | $983,303 | $908,396 | $-74,907 | -7.61 % | $-1,764 | | | | | | News Article | History of Blair William And Co Ownership Of Svb Financial Group |
| 2009-11-06 | 2009-09-30 | 13F-HR | Deere And Co | Institution | | Sold All | -9,181 | -100 % | | | | -7.61 % | $28,920 | | | | | | News Article | History of Deere And Co Ownership Of Svb Financial Group |
| 2009-11-06 | 2009-09-30 | 13F-HR | Doolittle And Ganos Investment Counsel Llc | Institution | 3,705 | No Change | 0 | 0 % | $153,202 | $141,531 | $-11,671 | -7.61 % | $0 | | | | | | News Article | History of Doolittle And Ganos Investment Counsel Llc Ownership Of Svb Financial Group |
| 2009-11-06 | 2009-09-30 | 13F-HR | Hartford Investment Management Co | Institution | 5,277 | Added More | 560 | 11.87 % | $218,204 | $201,581 | $-16,623 | -7.61 % | $-1,764 | | | | | | News Article | History of Hartford Investment Management Co Ownership Of Svb Financial Group |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metropolitan Life Insurance Co | Institution | 46,096 | Added More | 308 | 0.67 % | $1,906,070 | $1,760,867 | $-145,202 | -7.61 % | $-970 | | | | | | News Article | History of Metropolitan Life Insurance Co Ownership Of Svb Financial Group |
| 2009-11-06 | 2009-09-30 | 13F-HR | Pioneer Investment Management Inc | Institution | | Sold All | -72,000 | -100 % | | | | -7.61 % | $226,800 | | | | | | News Article | History of Pioneer Investment Management Inc Ownership Of Svb Financial Group |
| 2009-11-06 | 2009-09-30 | 13F-HR | Pnc Financial Services Group Inc | Institution | 10 | Sold Some | -13,753 | -99.92 % | $414 | $382 | $-32 | -7.61 % | $43,322 | | | | | | News Article | History of Pnc Financial Services Group Inc Ownership Of Svb Financial Group |
| 2009-11-06 | 2009-09-30 | 13F-HR | Schwab Charles Investment Management Inc | Institution | 122,038 | Sold Some | -69,862 | -36.40 % | $5,046,271 | $4,661,852 | $-384,420 | -7.61 % | $220,065 | | | | | | News Article | History of Schwab Charles Investment Management Inc Ownership Of Svb Financial Group |
| 2009-11-06 | 2009-09-30 | 13F-HR | Teachers Advisors Inc | Institution | 32,414 | Sold Some | -19,022 | -36.98 % | $1,340,319 | $1,238,215 | $-102,104 | -7.61 % | $59,919 | | | | | | News Article | History of Teachers Advisors Inc Ownership Of Svb Financial Group |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tiaa Cref Investment Management Llc | Institution | 229,874 | Added More | 2,690 | 1.18 % | $9,505,290 | $8,781,187 | $-724,103 | -7.61 % | $-8,474 | | | | | | News Article | History of Tiaa Cref Investment Management Llc Ownership Of Svb Financial Group |
| 2009-11-06 | 2009-08-31 | N-CSR | Rbb Fund Inc - Senbanc Fund | Financial Services | 8,110 | Sold Some | -905 | -10.03 % | $335,349 | $309,802 | $-25,547 | -7.61 % | $2,851 | | | | | | News Article | History of Rbb Fund Inc - Senbanc Fund Ownership Of Svb Financial Group |
| 2009-11-05 | 2009-09-30 | 13F-HR | Bank Of Hawaii | Institution | 19,678 | Added More | 10,625 | 117.36 % | $827,460 | $751,700 | $-75,760 | -9.15 % | $-40,906 | | | | | | News Article | History of Bank Of Hawaii Ownership Of Svb Financial Group |
| 2009-11-05 | 2009-09-30 | 13F-HR | Becker Capital Management Inc | Institution | 13,200 | Sold Some | -13,325 | -50.23 % | $555,060 | $504,240 | $-50,820 | -9.15 % | $51,301 | | | | | | News Article | History of Becker Capital Management Inc Ownership Of Svb Financial Group |
| 2009-11-05 | 2009-09-30 | 13F-HR | Fixed Income Securities Lp | Institution | 5,152 | Sold Some | -367 | -6.64 % | $216,642 | $196,806 | $-19,835 | -9.15 % | $1,413 | | | | | | News Article | History of Fixed Income Securities Lp Ownership Of Svb Financial Group |
| 2009-11-05 | 2009-09-30 | 13F-HR | Nisa Investment Advisors L L C | Institution | 7,800 | No Change | 0 | 0 % | $327,990 | $297,960 | $-30,030 | -9.15 % | $0 | | | | | | News Article | History of Nisa Investment Advisors L L C Ownership Of Svb Financial Group |
| 2009-11-05 | 2009-09-30 | 13F-HR | Parametric Portfolio Associates | Institution | 28,993 | Added More | 3,065 | 11.82 % | $1,219,156 | $1,107,533 | $-111,623 | -9.15 % | $-11,800 | | | | | | News Article | History of Parametric Portfolio Associates Ownership Of Svb Financial Group |
| 2009-11-05 | 2009-09-30 | 13F-HR | Profund Advisors Llc | Institution | 10,047 | Added More | 1,181 | 13.32 % | $422,476 | $383,795 | $-38,681 | -9.15 % | $-4,547 | | | | | | News Article | History of Profund Advisors Llc Ownership Of Svb Financial Group |
| 2009-11-05 | 2009-09-30 | 13F-HR | Proshare Advisors Llc | Institution | 43,027 | Sold Some | -25,192 | -36.92 % | $1,809,285 | $1,643,631 | $-165,654 | -9.15 % | $96,989 | | | | | | News Article | History of Proshare Advisors Llc Ownership Of Svb Financial Group |
| 2009-11-05 | 2009-09-30 | 13F-HR | Stratton Management Co | Institution | 239,000 | No Change | 0 | 0 % | $10,049,950 | $9,129,800 | $-920,150 | -9.15 % | $0 | | | | | | News Article | History of Stratton Management Co Ownership Of Svb Financial Group |
| 2009-11-05 | 2009-09-30 | 13F-HR | Wcm Investment Management | Institution | | Sold All | -128,267 | -100 % | | | | -9.15 % | $493,828 | | | | | | News Article | History of Wcm Investment Management Ownership Of Svb Financial Group |
| 2009-11-04 | 2009-09-30 | 13F-HR | Gw Capital Management Incco | Institution | 925 | No Change | 0 | 0 % | $37,731 | $35,335 | $-2,396 | -6.34 % | $0 | | | | | | News Article | History of Gw Capital Management Incco Ownership Of Svb Financial Group |
| 2009-11-04 | 2009-09-30 | 13F-HR | Investment Counselors Of Maryland Llc | Institution | 277,110 | No Change | 0 | 0 % | $11,303,317 | $10,585,602 | $-717,715 | -6.34 % | $0 | | | | | | News Article | History of Investment Counselors Of Maryland Llc Ownership Of Svb Financial Group |
| 2009-11-04 | 2009-09-30 | 13F-HR | Valenzuela Capital Partners Llc | Institution | 174,183 | Sold Some | -49,857 | -22.25 % | $7,104,925 | $6,653,791 | $-451,134 | -6.34 % | $129,130 | | | | | | News Article | History of Valenzuela Capital Partners Llc Ownership Of Svb Financial Group |
| 2009-11-04 | 2009-08-31 | N-CSRS | Gmo Trust - Gmo Value Fund | Multi-Cap Value | | Sold All | -200 | -100 % | | | | -6.34 % | $518 | | | | | | News Article | History of Gmo Trust - Gmo Value Fund Ownership Of Svb Financial Group |
| 2009-11-03 | 2009-09-30 | 13F-HR | M And T Bank Corp | Institution | 85 | New Holding | 85 | 100 % | $3,525 | $3,247 | $-278 | -7.88 % | $-278 | | | | | | News Article | History of M And T Bank Corp Ownership Of Svb Financial Group |
| 2009-11-03 | 2009-09-30 | 13F-HR | Phocas Financial Corp | Institution | 61,845 | New Holding | 61,845 | 100 % | $2,564,712 | $2,362,479 | $-202,233 | -7.88 % | $-202,233 | | | | | | News Article | History of Phocas Financial Corp Ownership Of Svb Financial Group |
| 2009-11-03 | 2009-09-30 | 13F-HR | Prudential Financial Inc | Institution | 51,955 | Added More | 925 | 1.81 % | $2,154,574 | $1,984,681 | $-169,893 | -7.88 % | $-3,025 | | | | | | News Article | History of Prudential Financial Inc Ownership Of Svb Financial Group |
| 2009-11-03 | 2009-08-31 | N-CSR | California Investment Trust - S And P Midcap Index Fund | Mid-Cap Core | 4,820 | No Change | 0 | 0 % | $199,885 | $184,124 | $-15,761 | -7.88 % | $0 | | | | | | News Article | History of California Investment Trust - S And P Midcap Index Fund Ownership Of Svb Financial Group |
| 2009-11-03 | 2009-08-31 | N-CSRS | Wells Fargo Funds Trust - Money Market Fund | Specialty & Misc | 20,244 | Sold Some | -197,556 | -90.70 % | $839,519 | $773,321 | $-66,198 | -7.88 % | $646,008 | | | | | | News Article | History of Wells Fargo Funds Trust - Money Market Fund Ownership Of Svb Financial Group |
| 2009-11-02 | 2009-09-30 | 13F-HR | Emerald Advisers Inc | Institution | 10,236 | No Change | 0 | 0 % | $419,062 | $391,015 | $-28,047 | -6.69 % | $0 | | | | | | News Article | History of Emerald Advisers Inc Ownership Of Svb Financial Group |
| 2009-11-02 | 2009-09-30 | 13F-HR | Thrivent Financial For Lutherans | Institution | 710,550 | Sold Some | -1,139,650 | -61.59 % | $29,089,917 | $27,143,010 | $-1,946,907 | -6.69 % | $3,122,641 | | | | | | News Article | History of Thrivent Financial For Lutherans Ownership Of Svb Financial Group |
| 2009-11-02 | 2009-08-31 | N-CSRS | Fidelity Select Portfolios - Banking Portfolio | Financial Services | 159,500 | Added More | 13,200 | 9.02 % | $6,529,930 | $6,092,900 | $-437,030 | -6.69 % | $-36,168 | | | | | | News Article | History of Fidelity Select Portfolios - Banking Portfolio Ownership Of Svb Financial Group |
| 2009-11-02 | 2009-08-31 | N-CSRS | Wells Fargo Master Trust - Diversified Stock Portfolio | Flexible Portfolio | 20,244 | Added More | 2,473 | 13.91 % | $828,789 | $773,321 | $-55,469 | -6.69 % | $-6,776 | | | | | | News Article | History of Wells Fargo Master Trust - Diversified Stock Portfolio Ownership Of Svb Financial Group |
| 2009-10-30 | 2009-09-30 | 13F-HR | Robeco Investment Management Inc | Institution | 317,920 | Sold Some | -9,340 | -2.85 % | $13,114,200 | $12,144,544 | $-969,656 | -7.39 % | $28,487 | | | | | | News Article | History of Robeco Investment Management Inc Ownership Of Svb Financial Group |
| 2009-10-30 | 2009-09-30 | 13F-HR | Texas Permanent School Fund | Institution | 53,285 | Sold Some | -232 | -0.43 % | $2,198,006 | $2,035,487 | $-162,519 | -7.39 % | $708 | | | | | | News Article | History of Texas Permanent School Fund Ownership Of Svb Financial Group |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index Tracking Stock | Specialty & Misc | 1,285 | No Compare | | | $53,006 | $49,087 | $-3,919 | -7.39 % | | | | | | | News Article | History of Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index Tracking Stock Ownership Of Svb Financial Group |
| 2009-10-30 | 2009-08-31 | N-CSRS | Fidelity Commonwealth Trust Ii - Fidelity Small Cap Enhanced Index Fund | Small-Cap Core | 4,830 | No Change | 0 | 0 % | $199,238 | $184,506 | $-14,732 | -7.39 % | $0 | | | | | | News Article | History of Fidelity Commonwealth Trust Ii - Fidelity Small Cap Enhanced Index Fund Ownership Of Svb Financial Group |
| 2009-10-30 | 2009-08-31 | N-Q | Lord Abbett Research Fund Inc - Americas Value Fund | Multi-Cap Value | 722,100 | No Change | 0 | 0 % | $29,786,625 | $27,584,220 | $-2,202,405 | -7.39 % | $0 | | | | | | News Article | History of Lord Abbett Research Fund Inc - Americas Value Fund Ownership Of Svb Financial Group |
| 2009-10-30 | 2009-08-31 | N-CSR | Vanguard World Fund - Vanguard Financials Index Fund | Specialty & Misc | 12,224 | Sold Some | -654 | -5.07 % | $504,240 | $466,957 | $-37,283 | -7.39 % | $1,995 | | | | | | News Article | History of Vanguard World Fund - Vanguard Financials Index Fund Ownership Of Svb Financial Group |
| 2009-10-29 | 2009-09-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 378,152 | Added More | 7,950 | 2.14 % | $16,260,536 | $14,445,406 | $-1,815,130 | -11.16 % | $-38,160 | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of Svb Financial Group |
| 2009-10-29 | 2009-09-30 | 13F-HR | Ontario Teachers Pension Plan Board | Institution | 19,000 | New Holding | 19,000 | 100 % | $817,000 | $725,800 | $-91,200 | -11.16 % | $-91,200 | | | | | | News Article | History of Ontario Teachers Pension Plan Board Ownership Of Svb Financial Group |
| 2009-10-29 | 2009-08-31 | N-Q | Riversource Managers Series Inc - Riversource Fundamental Value Fund | Multi-Cap Core | 2,553 | New Holding | 2,553 | 100 % | $109,779 | $97,525 | $-12,254 | -11.16 % | $-12,254 | | | | | | News Article | History of Riversource Managers Series Inc - Riversource Fundamental Value Fund Ownership Of Svb Financial Group |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust - Cornerstone Strategy Fund | Specialty & Misc | | Sold All | -100 | -100 % | | | | -11.16 % | $480 | | | | | | News Article | History of Usaa Mutual Funds Trust - Cornerstone Strategy Fund Ownership Of Svb Financial Group |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I - Small Cap Index Fund | Small-Cap Core | 26,701 | New Holding | 26,701 | 100 % | $1,148,143 | $1,019,978 | $-128,165 | -11.16 % | $-128,165 | | | | | | News Article | History of Valic Co I - Small Cap Index Fund Ownership Of Svb Financial Group |
| 2009-10-28 | 2009-09-30 | 13F-HR | Mu Investments Co Ltd | No Data | 400 | No Compare | | | $16,700 | $15,280 | $-1,420 | -8.50 % | | | | | | | News Article | History of Mu Investments Co Ltd Ownership Of Svb Financial Group |
| 2009-10-27 | 2009-09-30 | 13F-HR | Forward Management Llc | Institution | 200 | No Change | 0 | 0 % | $8,490 | $7,640 | $-850 | -10.01 % | $0 | | | | | | News Article | History of Forward Management Llc Ownership Of Svb Financial Group |
| 2009-10-26 | 2009-09-30 | 13F-HR | Mathes Company Inc | Institution | 21,681 | No Change | 0 | 0 % | $938,354 | $828,214 | $-110,139 | -11.73 % | $0 | | | | | | News Article | History of Mathes Company Inc Ownership Of Svb Financial Group |
| 2009-10-26 | 2009-09-30 | 13F-HR | Schroder Investment Management Group | Institution | | Sold All | -295,500 | -100 % | | | | -11.73 % | $1,501,140 | | | | | | News Article | History of Schroder Investment Management Group Ownership Of Svb Financial Group |
| 2009-10-26 | 2009-09-30 | 13F-HR | Trillium Asset Management Corp | Institution | 12,990 | Sold Some | -6,900 | -34.69 % | $562,207 | $496,218 | $-65,989 | -11.73 % | $35,052 | | | | | | News Article | History of Trillium Asset Management Corp Ownership Of Svb Financial Group |
| 2009-10-26 | 2009-08-31 | N-Q | Claymore Exchange Traded Fund Trust - Claymoremorningstar Services Super Sector Index Etf | Specialty & Misc | 19 | No Change | 0 | 0 % | $822 | $726 | $-97 | -11.73 % | $0 | | | | | | News Article | History of Claymore Exchange Traded Fund Trust - Claymoremorningstar Services Super Sector Index Etf Ownership Of Svb Financial Group |
| 2009-10-26 | 2009-08-31 | N-CSR | Global Growth Portfolio - Global Growth Portfolio | Multi-Cap Growth | | Sold All | -2,963 | -100 % | | | | -11.73 % | $15,052 | | | | | | News Article | History of Global Growth Portfolio - Global Growth Portfolio Ownership Of Svb Financial Group |
| 2009-10-26 | 2009-08-31 | N-CSR | Growth Portfolio - Growth Portfolio | Multi-Cap Growth | | Sold All | -16,628 | -100 % | | | | -11.73 % | $84,470 | | | | | | News Article | History of Growth Portfolio - Growth Portfolio Ownership Of Svb Financial Group |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc - Tdax Independence 2010 Exchange-Traded Fund | Mixed-Asset Target 2010 Funds | | Sold All | -97 | -100 % | | | | -11.73 % | $493 | | | | | | News Article | History of Tdax Funds Inc - Tdax Independence 2010 Exchange-Traded Fund Ownership Of Svb Financial Group |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc - Tdax Independence 2020 Exchange-Traded Fund | Mixed-Asset Target 2020 Funds | | Sold All | -399 | -100 % | | | | -11.73 % | $2,027 | | | | | | News Article | History of Tdax Funds Inc - Tdax Independence 2020 Exchange-Traded Fund Ownership Of Svb Financial Group |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc - Tdax Independence 2030 Exchange-Traded Fund | Mixed-Asset Target 2030 Funds | | Sold All | -458 | -100 % | | | | -11.73 % | $2,327 | | | | | | News Article | History of Tdax Funds Inc - Tdax Independence 2030 Exchange-Traded Fund Ownership Of Svb Financial Group |
| 2009-10-26 | 2009-08-31 | N-Q | Tdax Funds Inc - Tdax Independence 2040 Exchange-Traded Fund | Mixed-Asset Target 2030+ Funds | | Sold All | -580 | -100 % | | | | -11.73 % | $2,946 | | | | | | News Article | History of Tdax Funds Inc - Tdax Independence 2040 Exchange-Traded Fund Ownership Of Svb Financial Group |
| 2009-10-26 | 2009-06-30 | 13F-HR/A | Ameriprise Financial Inc | Institution | 19,204 | Sold Some | -15,797 | -45.13 % | $831,149 | $733,593 | $-97,556 | -11.73 % | $80,249 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Svb Financial Group |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Group Ltd | Institution | 10,353 | No Change | 0 | 0 % | $467,438 | $395,485 | $-71,953 | -15.39 % | $0 | | | | | | News Article | History of Blackrock Group Ltd Ownership Of Svb Financial Group |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Inc | No Data | 1,553 | Sold Some | -9,384 | -85.80 % | $70,118 | $59,325 | $-10,793 | -15.39 % | $65,219 | | | | | | News Article | History of Blackrock Inc Ownership Of Svb Financial Group |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Investment Management Llc | Institution | 158,364 | Added More | 48,241 | 43.80 % | $7,150,135 | $6,049,505 | $-1,100,630 | -15.39 % | $-335,275 | | | | | | News Article | History of Blackrock Investment Management Llc Ownership Of Svb Financial Group |
| 2009-10-22 | 2009-09-30 | 13F-HR | Regions Financial Corp | Institution | 24,219 | Sold Some | -9,239 | -27.61 % | $1,093,488 | $925,166 | $-168,322 | -15.39 % | $64,211 | | | | | | News Article | History of Regions Financial Corp Ownership Of Svb Financial Group |
| 2009-10-21 | 2009-09-30 | 13F-HR | Bank Of New York Mellon Corp | Institution | 769,387 | Added More | 248,509 | 47.70 % | $33,260,600 | $29,390,583 | $-3,870,017 | -11.63 % | $-1,250,000 | | | | | | News Article | History of Bank Of New York Mellon Corp Ownership Of Svb Financial Group |
| 2009-10-21 | 2009-09-30 | 13F-HR | First Midwest Bank Trust Division | Institution | 6,260 | New Holding | 6,260 | 100 % | $270,620 | $239,132 | $-31,488 | -11.63 % | $-31,488 | | | | | | News Article | History of First Midwest Bank Trust Division Ownership Of Svb Financial Group |
| 2009-10-21 | 2009-09-30 | 13F-HR | Fisher Asset Management Llc | Institution | 1,031,980 | Added More | 163,005 | 18.75 % | $44,612,495 | $39,421,636 | $-5,190,859 | -11.63 % | $-819,915 | | | | | | News Article | History of Fisher Asset Management Llc Ownership Of Svb Financial Group |
| 2009-10-21 | 2009-09-30 | 13F-HR | State Board Of Administration Of Florida Retirement System | Institution | 61,309 | Added More | 17,091 | 38.65 % | $2,650,388 | $2,342,004 | $-308,384 | -11.63 % | $-85,968 | | | | | | News Article | History of State Board Of Administration Of Florida Retirement System Ownership Of Svb Financial Group |
| 2009-10-20 | 2009-09-30 | 13F-HR | Public Employees Retirement Association Of Colorado | Institution | 137,361 | Added More | 40,000 | 41.08 % | $6,009,544 | $5,247,190 | $-762,354 | -12.68 % | $-222,000 | | | | | | News Article | History of Public Employees Retirement Association Of Colorado Ownership Of Svb Financial Group |
| 2009-10-20 | 2009-09-30 | 13F-HR | Ranger Investment Management L P | Institution | 100,195 | Sold Some | -400,173 | -79.97 % | $4,383,531 | $3,827,449 | $-556,082 | -12.68 % | $2,220,960 | | | | | | News Article | History of Ranger Investment Management L P Ownership Of Svb Financial Group |
| 2009-10-20 | 2009-09-30 | 13F-HR | Teachers Retirement System Of The State Of Kentucky | Institution | 14,600 | No Change | 0 | 0 % | $638,750 | $557,720 | $-81,030 | -12.68 % | $0 | | | | | | News Article | History of Teachers Retirement System Of The State Of Kentucky Ownership Of Svb Financial Group |
| 2009-10-19 | 2009-09-30 | 13F-HR | Hanseatic Management Services Inc | Institution | 2,610 | New Holding | 2,610 | 100 % | $114,605 | $99,702 | $-14,903 | -13.00 % | $-14,903 | | | | | | News Article | History of Hanseatic Management Services Inc Ownership Of Svb Financial Group |
| 2009-10-19 | 2009-09-30 | 13F-HR | Strs Ohio | Institution | 90,100 | Sold Some | -15,900 | -15.00 % | $3,956,291 | $3,441,820 | $-514,471 | -13.00 % | $90,789 | | | | | | News Article | History of Strs Ohio Ownership Of Svb Financial Group |
| 2009-10-16 | 2009-09-30 | 13F-HR | Wright Investors Service Inc | Institution | 6,817 | New Holding | 6,817 | 100 % | $300,357 | $260,409 | $-39,948 | -13.30 % | $-39,948 | | | | | | News Article | History of Wright Investors Service Inc Ownership Of Svb Financial Group |
| 2009-10-15 | 2009-09-30 | 13F-HR | Public Employees Retirement System Of Ohio | Institution | 47,319 | Sold Some | -4,092 | -7.95 % | $2,155,380 | $1,807,586 | $-347,795 | -16.13 % | $30,076 | | | | | | News Article | History of Public Employees Retirement System Of Ohio Ownership Of Svb Financial Group |
| 2009-10-13 | 2009-09-30 | 13F-HR | Endex Capital Management Llc | Institution | | Sold All | -5,871 | -100 % | | | | -11.51 % | $29,179 | | | | | | News Article | History of Endex Capital Management Llc Ownership Of Svb Financial Group |
| 2009-10-09 | 2009-09-30 | 13F-HR | Pacific Capital Bancorp | Institution | 82,285 | Sold Some | -2,155 | -2.55 % | $3,598,323 | $3,143,287 | $-455,036 | -12.64 % | $11,917 | | | | | | News Article | History of Pacific Capital Bancorp Ownership Of Svb Financial Group |
| 2009-10-09 | 2009-09-30 | 13F-HR | Skyline Asset Management Lp | Institution | 120,610 | Sold Some | -14,130 | -10.48 % | $5,274,275 | $4,607,302 | $-666,973 | -12.64 % | $78,139 | | | | | | News Article | History of Skyline Asset Management Lp Ownership Of Svb Financial Group |
| 2009-10-09 | 2009-07-31 | N-CSR | Lord Abbett Developing Growth Fund Inc New - Lord Abbett Developing Growth Fund Inc New | Small-Cap Growth | 225,197 | Added More | 17,332 | 8.33 % | $9,847,865 | $8,602,525 | $-1,245,339 | -12.64 % | $-95,846 | | | | | | News Article | History of Lord Abbett Developing Growth Fund Inc New - Lord Abbett Developing Growth Fund Inc New Ownership Of Svb Financial Group |
| 2009-10-08 | 2009-09-30 | 13F-HR | Rhumbline Advisers | Institution | 97,313 | Added More | 2,359 | 2.48 % | $4,230,196 | $3,717,357 | $-512,840 | -12.12 % | $-12,432 | | | | | | News Article | History of Rhumbline Advisers Ownership Of Svb Financial Group |
| 2009-10-07 | 2009-07-31 | N-CSR | Profunds - Banks Ultrasector Profund | Financial Services | 612 | Sold Some | -186 | -23.30 % | $26,139 | $23,378 | $-2,760 | -10.55 % | $839 | | | | | | News Article | History of Profunds - Banks Ultrasector Profund Ownership Of Svb Financial Group |
| 2009-10-07 | 2009-07-31 | N-CSR | Profunds - Bull Profund | Large-Cap Core | 3,796 | Sold Some | -1,041 | -21.52 % | $162,127 | $145,007 | $-17,120 | -10.55 % | $4,695 | | | | | | News Article | History of Profunds - Bull Profund Ownership Of Svb Financial Group |
| 2009-10-07 | 2009-07-31 | N-CSR | Profunds - Financials Ultrasector Profund | Financial Services | 123 | Sold Some | -94 | -43.31 % | $5,253 | $4,699 | $-555 | -10.55 % | $424 | | | | | | News Article | History of Profunds - Financials Ultrasector Profund Ownership Of Svb Financial Group |
| 2009-10-05 | 2009-09-30 | 13F-HR | Denali Advisors Llc | Institution | 21,100 | New Holding | 21,100 | 100 % | $880,925 | $806,020 | $-74,905 | -8.50 % | $-74,905 | | | | | | News Article | History of Denali Advisors Llc Ownership Of Svb Financial Group |
| 2009-10-02 | 2009-07-31 | N-CSR | Pacific Capital Funds - Small Cap Fund | Small-Cap Value | 9,053 | Added More | 1,300 | 16.76 % | $375,881 | $345,825 | $-30,056 | -7.99 % | $-4,316 | | | | | | News Article | History of Pacific Capital Funds - Small Cap Fund Ownership Of Svb Financial Group |
| 2009-09-30 | 2009-07-31 | N-CSR | Wells Fargo Funds Trust - Value Fund | Multi-Cap Value | 304,200 | Sold Some | -2,000 | -0.65 % | $13,162,734 | $11,620,440 | $-1,542,294 | -11.71 % | $10,140 | | | | | | News Article | History of Wells Fargo Funds Trust - Value Fund Ownership Of Svb Financial Group |
| 2009-09-29 | 2009-07-31 | N-Q | American Independence Funds Trust - Fusion Fund | No Data | | Sold All | -513 | -100 % | | | | -10.53 % | $2,309 | | | | | | News Article | History of American Independence Funds Trust - Fusion Fund Ownership Of Svb Financial Group |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Core Equity Portfolio | International Small-Mid-Cap Value | 72,140 | New Holding | 72,140 | 100 % | $3,080,378 | $2,755,748 | $-324,630 | -10.53 % | $-324,630 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Core Equity Portfolio Ownership Of Svb Financial Group |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio | No Data | 19,941 | New Holding | 19,941 | 100 % | $851,481 | $761,746 | $-89,735 | -10.53 % | $-89,735 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio Ownership Of Svb Financial Group |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - Us Sustainability Core 1 Portfolio | No Data | 700 | New Holding | 700 | 100 % | $29,890 | $26,740 | $-3,150 | -10.53 % | $-3,150 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - Us Sustainability Core 1 Portfolio Ownership Of Svb Financial Group |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Trust Co - International Value Series | Multi-Cap Value | 3,400 | New Holding | 3,400 | 100 % | $145,180 | $129,880 | $-15,300 | -10.53 % | $-15,300 | | | | | | News Article | History of Dfa Investment Trust Co - International Value Series Ownership Of Svb Financial Group |
| 2009-09-29 | 2009-07-31 | N-Q | Eclipse Funds - Mainstay Balanced Fund | Mixed-Asset Target Allocation Growth | 90,100 | New Holding | 90,100 | 100 % | $3,847,270 | $3,441,820 | $-405,450 | -10.53 % | $-405,450 | | | | | | News Article | History of Eclipse Funds - Mainstay Balanced Fund Ownership Of Svb Financial Group |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust - Ishares Morningstar Small Growth Index Fund | Small-Cap Growth | 10,944 | Added More | 2,068 | 23.29 % | $467,309 | $418,061 | $-49,248 | -10.53 % | $-9,306 | | | | | | News Article | History of Ishares Trust - Ishares Morningstar Small Growth Index Fund Ownership Of Svb Financial Group |
| 2009-09-29 | 2009-07-31 | N-Q | Jnl Investors Series Trust - Jackson Perspective Index 5 Fund | Specialty & Misc | 757 | Added More | 162 | 27.22 % | $32,324 | $28,917 | $-3,407 | -10.53 % | $-729 | | | | | | News Article | History of Jnl Investors Series Trust - Jackson Perspective Index 5 Fund Ownership Of Svb Financial Group |
| 2009-09-29 | 2009-07-31 | N-Q | Putnam Investment Funds - Putnam Capital Opportunities Fund | Small-Cap Core | 89,477 | Added More | 13,800 | 18.23 % | $3,820,668 | $3,418,021 | $-402,647 | -10.53 % | $-62,100 | | | | | | News Article | History of Putnam Investment Funds - Putnam Capital Opportunities Fund Ownership Of Svb Financial Group |
| 2009-09-29 | 2009-07-31 | N-Q | Russell Investment Co - International Fund | International Multi-Cap Core | 49,000 | Sold Some | -66,127 | -57.43 % | $2,092,300 | $1,871,800 | $-220,500 | -10.53 % | $297,572 | | | | | | News Article | History of Russell Investment Co - International Fund Ownership Of Svb Financial Group |
| 2009-09-29 | 2009-07-31 | N-Q | Schroder Capital Funds - Schroder Us Opportunities Fund | Small-Cap Core | | Sold All | -22,100 | -100 % | | | | -10.53 % | $99,450 | | | | | | News Article | History of Schroder Capital Funds - Schroder Us Opportunities Fund Ownership Of Svb Financial Group |
| 2009-09-29 | 2009-07-31 | N-Q | Vanguard Explorer Fund - Vanguard Explorer Fund | Small-Cap Growth | | Sold All | -50,060 | -100 % | | | | -10.53 % | $225,270 | | | | | | News Article | History of Vanguard Explorer Fund - Vanguard Explorer Fund Ownership Of Svb Financial Group |
| 2009-09-29 | 2009-07-31 | N-Q | Wells Fargo Funds Trust - Small Cap Opportunities Fund | Small-Cap Core | | Sold All | -79,200 | -100 % | | | | -10.53 % | $356,400 | | | | | | News Article | History of Wells Fargo Funds Trust - Small Cap Opportunities Fund Ownership Of Svb Financial Group |
| 2009-09-28 | 2009-07-31 | N-Q | Fbr Funds - Fbr Pegasus Small Cap Fund | Small-Cap Growth | 4,125 | New Holding | 4,125 | 100 % | $177,458 | $157,575 | $-19,883 | -11.20 % | $-19,883 | | | | | | News Article | History of Fbr Funds - Fbr Pegasus Small Cap Fund Ownership Of Svb Financial Group |
| 2009-09-28 | 2009-07-31 | N-Q | Fbr Funds - Fbr Small Cap Financial Fund | Financial Services | | Sold All | -90,000 | -100 % | | | | -11.20 % | $433,800 | | | | | | News Article | History of Fbr Funds - Fbr Small Cap Financial Fund Ownership Of Svb Financial Group |
| 2009-09-28 | 2009-07-31 | N-Q | Old Westbury Funds Inc - International Fund | International Multi-Cap Core | 5,700 | No Change | 0 | 0 % | $245,214 | $217,740 | $-27,474 | -11.20 % | $0 | | | | | | News Article | History of Old Westbury Funds Inc - International Fund Ownership Of Svb Financial Group |
| 2009-09-28 | 2009-07-31 | N-Q | Powershares Exchange Traded Fund Trust - Powershares Dynamic Financial Sector Portfolio | Specialty & Misc | | Sold All | -6,340 | -100 % | | | | -11.20 % | $30,559 | | | | | | News Article | History of Powershares Exchange Traded Fund Trust - Powershares Dynamic Financial Sector Portfolio Ownership Of Svb Financial Group |
| 2009-09-28 | 2009-07-31 | N-Q | Schwab Capital Trust - Schwab Financial Services Fund | Specialty & Misc | 28,400 | Sold Some | -17,400 | -37.99 % | $1,221,768 | $1,084,880 | $-136,888 | -11.20 % | $83,868 | | | | | | News Article | History of Schwab Capital Trust - Schwab Financial Services Fund Ownership Of Svb Financial Group |
| 2009-09-28 | 2009-07-31 | N-Q | Schwab Capital Trust - Schwab Technology Fund | Science & Tech | 12,275 | New Holding | 12,275 | 100 % | $528,071 | $468,905 | $-59,166 | -11.20 % | $-59,166 | | | | | | News Article | History of Schwab Capital Trust - Schwab Technology Fund Ownership Of Svb Financial Group |
| 2009-09-25 | 2009-07-31 | N-Q | Advisors Inner Circle Fund - Icm Small Company Portfolio | Small-Cap Value | 193,600 | No Change | 0 | 0 % | $8,111,840 | $7,395,520 | $-716,320 | -8.83 % | $0 | | | | | | News Article | History of Advisors Inner Circle Fund - Icm Small Company Portfolio Ownership Of Svb Financial Group |
| 2009-09-25 | 2009-07-31 | N-Q | Direxion Shares Etf Trust - Direxion Daily Small Cap Bull 3x Shares | No Data | 9,702 | Sold Some | -3,319 | -25.48 % | $406,514 | $370,616 | $-35,897 | -8.83 % | $12,280 | | | | | | News Article | History of Direxion Shares Etf Trust - Direxion Daily Small Cap Bull 3x Shares Ownership Of Svb Financial Group |
| 2009-09-25 | 2009-07-31 | N-Q | Mfs Government Limited Maturity Fund Ma - Mfs Diversified Target Return Fund | No Data | 11,860 | New Holding | 11,860 | 100 % | $496,934 | $453,052 | $-43,882 | -8.83 % | $-43,882 | | | | | | News Article | History of Mfs Government Limited Maturity Fund Ma - Mfs Diversified Target Return Fund Ownership Of Svb Financial Group |
| 2009-09-25 | 2009-07-31 | N-Q | Mtb Group Of Funds - Mtb Small Cap Growth Fund | Small-Cap Growth | | Sold All | -18,000 | -100 % | | | | -8.83 % | $66,600 | | | | | | News Article | History of Mtb Group Of Funds - Mtb Small Cap Growth Fund Ownership Of Svb Financial Group |
| 2009-09-25 | 2009-07-31 | N-Q | Tax Managed Multi Cap Opportunity Portfolio - Tax Managed Multi Cap Opportunity Portfolio | Specialty & Misc | 13,300 | New Holding | 13,300 | 100 % | $557,270 | $508,060 | $-49,210 | -8.83 % | $-49,210 | | | | | | News Article | History of Tax Managed Multi Cap Opportunity Portfolio - Tax Managed Multi Cap Opportunity Portfolio Ownership Of Svb Financial Group |
| 2009-09-25 | 2009-06-30 | 13F-HR/A | Kbc Group Nv | Institution | 29,359 | Added More | 1,110 | 3.92 % | $1,230,142 | $1,121,514 | $-108,628 | -8.83 % | $-4,107 | | | | | | News Article | History of Kbc Group Nv Ownership Of Svb Financial Group |
| 2009-09-24 | 2009-07-31 | N-Q | Dreyfus Midcap Index Fund Inc - Dreyfus Midcap Index Fund Inc | Mid-Cap Core | 67,248 | New Holding | 67,248 | 100 % | $2,860,057 | $2,568,874 | $-291,184 | -10.18 % | $-291,184 | | | | | | News Article | History of Dreyfus Midcap Index Fund Inc - Dreyfus Midcap Index Fund Inc Ownership Of Svb Financial Group |
| 2009-09-24 | 2009-07-31 | N-Q | Nationwide Mutual Funds - Nationwide Mid Cap Market Index Fund | Mid-Cap Core | | Sold All | -28,799 | -100 % | | | | -10.18 % | $124,700 | | | | | | News Article | History of Nationwide Mutual Funds - Nationwide Mid Cap Market Index Fund Ownership Of Svb Financial Group |
| 2009-09-24 | 2009-06-30 | 13F-HR/A | Credit Agricole S A | Institution | 7,204 | Added More | 2,000 | 38.43 % | $306,386 | $275,193 | $-31,193 | -10.18 % | $-8,660 | | | | | | News Article | History of Credit Agricole S A Ownership Of Svb Financial Group |
| 2009-09-22 | 2009-07-31 | N-Q | Dreyfuslaurel Funds Inc - Small Cap Value Fund | Small-Cap Core | 13,965 | Added More | 25 | 0.17 % | $606,360 | $533,463 | $-72,897 | -12.02 % | $-131 | | | | | | News Article | History of Dreyfuslaurel Funds Inc - Small Cap Value Fund Ownership Of Svb Financial Group |
| 2009-09-21 | 2009-06-30 | 13F-HR/A | Eaton Vance Management | Institution | 94,777 | New Holding | 94,777 | 100 % | $4,014,754 | $3,620,481 | $-394,272 | -9.82 % | $-394,272 | | | | | | News Article | History of Eaton Vance Management Ownership Of Svb Financial Group |
| 2009-09-21 | 2009-06-30 | 13F-HR/A | Thornburg Investment Management Inc | Institution | 1,909,144 | Added More | 627,206 | 48.92 % | $80,871,340 | $72,929,301 | $-7,942,039 | -9.82 % | $-2,609,177 | | | | | | News Article | History of Thornburg Investment Management Inc Ownership Of Svb Financial Group |
| 2009-09-17 | 2009-07-31 | N-Q | Rydex Etf Trust - Rydex Inverse Russell 2000 Etf | Specialty & Misc | 710 | New Holding | 710 | 100 % | $30,637 | $27,122 | $-3,515 | -11.47 % | $-3,515 | | | | | | News Article | History of Rydex Etf Trust - Rydex Inverse Russell 2000 Etf Ownership Of Svb Financial Group |
| 2009-09-17 | 2009-07-31 | N-Q | Rydex Etf Trust - S And P Midcap 400 Pure Growth Etf | Mid-Cap Growth | 6,197 | New Holding | 6,197 | 100 % | $267,401 | $236,725 | $-30,675 | -11.47 % | $-30,675 | | | | | | News Article | History of Rydex Etf Trust - S And P Midcap 400 Pure Growth Etf Ownership Of Svb Financial Group |
| 2009-09-17 | 2009-06-30 | 13F-HR/A | Delaware Management Business Trust | Institution | 77,100 | Added More | 43,400 | 128.78 % | $3,326,865 | $2,945,220 | $-381,645 | -11.47 % | $-214,830 | | | | | | News Article | History of Delaware Management Business Trust Ownership Of Svb Financial Group |
| 2009-09-15 | 2009-06-30 | N-CSRS/A | Wilshire Mutual Funds Inc - Wilshire Small Company Growth Portfolio | Small-Cap Growth | 1,380 | Added More | 129 | 10.31 % | $58,084 | $52,716 | $-5,368 | -9.24 % | $-502 | | | | | | News Article | History of Wilshire Mutual Funds Inc - Wilshire Small Company Growth Portfolio Ownership Of Svb Financial Group |
| 2009-09-15 | 2009-06-30 | N-CSRS/A | Wilshire Mutual Funds Inc - Wilshire Small Company Value Portfolio | Small-Cap Value | | Sold All | -750 | -100 % | | | | -9.24 % | $2,918 | | | | | | News Article | History of Wilshire Mutual Funds Inc - Wilshire Small Company Value Portfolio Ownership Of Svb Financial Group |
| 2009-09-15 | 2009-03-31 | 13F-HR/A | Highbridge Capital Management Llc | Institution | | Sold All | -282,778 | -100 % | | | | -9.24 % | $1,100,006 | | | | | | News Article | History of Highbridge Capital Management Llc Ownership Of Svb Financial Group |
| 2009-09-11 | 2009-06-30 | 13F-HR/A | Barclays Global Investors Uk Holdings Ltd | Institution | 2,348,003 | Added More | 265,468 | 12.74 % | $95,211,522 | $89,693,715 | $-5,517,807 | -5.79 % | $-623,850 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Svb Financial Group |
| 2009-09-10 | 2009-06-30 | N-CSRS | Northern Lights Variable Trust - Jnf Equity Portfolio | Specialty & Misc | | Sold All | -100 | -100 % | | | | -3.99 % | $159 | | | | | | News Article | History of Northern Lights Variable Trust - Jnf Equity Portfolio Ownership Of Svb Financial Group |
| 2009-09-10 | 2009-06-30 | 13F-HR/A | Veritable L P | Institution | 22,450 | Sold Some | -450 | -1.96 % | $893,286 | $857,590 | $-35,696 | -3.99 % | $716 | | | | | | News Article | History of Veritable L P Ownership Of Svb Financial Group |
| 2009-09-10 | 2009-03-31 | 13F-HR/A | Veritable L P | Institution | 22,900 | Added More | 900 | 4.09 % | $911,191 | $874,780 | $-36,411 | -3.99 % | $-1,431 | | | | | | News Article | History of Veritable L P Ownership Of Svb Financial Group |
| 2009-09-08 | 2009-06-30 | N-CSRS | Allianz Variable Insurance Products Trust - Azl Columbia Technology Fund | Science & Tech | 25,836 | Sold Some | -2,664 | -9.34 % | $987,194 | $986,935 | $-258 | -0.02 % | $27 | | | | | | News Article | History of Allianz Variable Insurance Products Trust - Azl Columbia Technology Fund Ownership Of Svb Financial Group |
| 2009-09-08 | 2009-06-30 | N-CSRS | Allianz Variable Insurance Products Trust - Azl Mid Cap Index Fund | No Data | 1,289 | No Compare | | | $49,253 | $49,240 | $-13 | -0.02 % | | | | | | | News Article | History of Allianz Variable Insurance Products Trust - Azl Mid Cap Index Fund Ownership Of Svb Financial Group |
| 2009-09-08 | 2009-06-30 | N-CSRS | Master Investment Portfolio - Active Stock Portfolio | Specialty & Misc | 2,393 | New Holding | 2,393 | 100 % | $91,437 | $91,413 | $-24 | -0.02 % | $-24 | | | | | | News Article | History of Master Investment Portfolio - Active Stock Portfolio Ownership Of Svb Financial Group |
| 2009-09-08 | 2009-06-30 | N-CSR | Revenueshares Etf Trust - Revenueshares Mid Cap Fund | Mid-Cap Core | 418 | Added More | 208 | 99.04 % | $15,972 | $15,968 | $-4 | -0.02 % | $-2 | | | | | | News Article | History of Revenueshares Etf Trust - Revenueshares Mid Cap Fund Ownership Of Svb Financial Group |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Series Funds - Banking Fund | Financial Services | 15,128 | Added More | 1,613 | 11.93 % | $578,041 | $577,890 | $-151 | -0.02 % | $-16 | | | | | | News Article | History of Rydex Series Funds - Banking Fund Ownership Of Svb Financial Group |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Variable Trust - Banking Fund | Specialty & Misc | 3,200 | Sold Some | -155 | -4.61 % | $122,272 | $122,240 | $-32 | -0.02 % | $2 | | | | | | News Article | History of Rydex Variable Trust - Banking Fund Ownership Of Svb Financial Group |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Variable Trust - Biotechnology Fund | Health/Biotech | 5,195 | Added More | 2,044 | 64.86 % | $198,501 | $198,449 | $-52 | -0.02 % | $-20 | | | | | | News Article | History of Rydex Variable Trust - Biotechnology Fund Ownership Of Svb Financial Group |
| 2009-09-08 | 2009-06-30 | N-CSRS | Summit Mutual Funds Inc - Zenith Portfolio | Specialty & Misc | 4,054 | No Change | 0 | 0 % | $154,903 | $154,863 | $-41 | -0.02 % | $0 | | | | | | News Article | History of Summit Mutual Funds Inc - Zenith Portfolio Ownership Of Svb Financial Group |
| 2009-09-08 | 2009-06-30 | N-CSRS | Touchstone Variable Series Trust - Balanced Fund | Flexible Portfolio | 4,500 | New Holding | 4,500 | 100 % | $171,945 | $171,900 | $-45 | -0.02 % | $-45 | | | | | | News Article | History of Touchstone Variable Series Trust - Balanced Fund Ownership Of Svb Financial Group |
| 2009-09-08 | 2009-06-30 | N-CSRS | Touchstone Variable Series Trust - Moderate Etf Fund | Specialty & Misc | | Sold All | -7,000 | -100 % | | | | -0.02 % | $70 | | | | | | News Article | History of Touchstone Variable Series Trust - Moderate Etf Fund Ownership Of Svb Financial Group |
| 2009-09-08 | 2009-06-30 | N-CSRS | Ubs Relationship Funds - Ubs Small-Cap Equity Relationship Fund | Small-Cap Core | | Sold All | -42,300 | -100 % | | | | -0.02 % | $423 | | | | | | News Article | History of Ubs Relationship Funds - Ubs Small-Cap Equity Relationship Fund Ownership Of Svb Financial Group |
| 2009-09-04 | 2009-08-17 | N-CSR | John Hancock Trust - Value Trust | Multi-Cap Value | 625,000 | New Holding | 625,000 | 100 % | $23,668,750 | $23,875,000 | $206,250 | 0.87 % | $206,250 | | | | | | News Article | History of John Hancock Trust - Value Trust Ownership Of Svb Financial Group |
| 2009-09-04 | 2009-06-30 | N-CSRS | Advanced Series Trust - Ast International Value Portfolio | Multi-Cap Value | | Sold All | -20,240 | -100 % | | | | 0.87 % | $-6,679 | | | | | | News Article | History of Advanced Series Trust - Ast International Value Portfolio Ownership Of Svb Financial Group |
| 2009-09-04 | 2009-06-30 | N-CSRS | American Funds Insurance Series - Global Small Capitalization Fund | Small-Cap Core | 1,250,000 | Added More | 648,643 | 107.86 % | $47,337,500 | $47,750,000 | $412,500 | 0.87 % | $214,052 | | | | | | News Article | History of American Funds Insurance Series - Global Small Capitalization Fund Ownership Of Svb Financial Group |
| 2009-09-04 | 2009-06-30 | N-CSRS | Axa Premier Vip Trust - Multimanager Small Cap Growth Portfolio | Small-Cap Growth | 1,800 | Sold Some | -3,300 | -64.70 % | $68,166 | $68,760 | $594 | 0.87 % | $-1,089 | | | | | | News Article | History of Axa Premier Vip Trust - Multimanager Small Cap Growth Portfolio Ownership Of Svb Financial Group |
| 2009-09-04 | 2009-06-30 | N-CSRS | Axa Premier Vip Trust - Multimanager Small Cap Value Portfolio | Small-Cap Value | 38,439 | Added More | 8,039 | 26.44 % | $1,455,685 | $1,468,370 | $12,685 | 0.87 % | $2,653 | | | | | | News Article | History of Axa Premier Vip Trust - Multimanager Small Cap Value Portfolio Ownership Of Svb Financial Group |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqalliancebernstein Small Cap Growth Portfolio | Small-Cap Growth | 22,104 | Added More | 5,500 | 33.12 % | $837,078 | $844,373 | $7,294 | 0.87 % | $1,815 | | | | | | News Article | History of Eq Advisors Trust - Eqalliancebernstein Small Cap Growth Portfolio Ownership Of Svb Financial Group |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqalliancebernstein Value Portfolio | Multi-Cap Value | 5,800 | New Holding | 5,800 | 100 % | $219,646 | $221,560 | $1,914 | 0.87 % | $1,914 | | | | | | News Article | History of Eq Advisors Trust - Eqalliancebernstein Value Portfolio Ownership Of Svb Financial Group |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqbond Index Portfolio | Specialty & Misc | 118,200 | Added More | 24,500 | 26.14 % | $4,476,234 | $4,515,240 | $39,006 | 0.87 % | $8,085 | | | | | | News Article | History of Eq Advisors Trust - Eqbond Index Portfolio Ownership Of Svb Financial Group |
| 2009-09-04 | 2009-06-30 | N-CSRS | Forward Funds - Forward Legato Fund | Small-Cap Core | | Sold All | -32,331 | -100 % | | | | 0.87 % | $-10,669 | | | | | | News Article | History of Forward Funds - Forward Legato Fund Ownership Of Svb Financial Group |
| 2009-09-04 | 2009-06-30 | N-CSRS | Massmutual Select Funds - Massmutual Select Small Cap Growth Equity Fund | Small-Cap Growth | 16,900 | New Holding | 16,900 | 100 % | $640,003 | $645,580 | $5,577 | 0.87 % | $5,577 | | | | | | News Article | History of Massmutual Select Funds - Massmutual Select Small Cap Growth Equity Fund Ownership Of Svb Financial Group |
| 2009-09-04 | 2009-06-30 | N-CSRS | Massmutual Select Funds - Massmutual Select Small Cap Value Equity Fund | Small-Cap Value | 1,100 | New Holding | 1,100 | 100 % | $41,657 | $42,020 | $363 | 0.87 % | $363 | | | | | | News Article | History of Massmutual Select Funds - Massmutual Select Small Cap Value Equity Fund Ownership Of Svb Financial Group |
| 2009-09-04 | 2009-06-30 | N-CSRS | Massmutual Select Funds - Massmutual Select Small Company Value Fund | Small-Cap Core | 103,525 | Added More | 31,025 | 42.79 % | $3,920,492 | $3,954,655 | $34,163 | 0.87 % | $10,238 | | | | | | News Article | History of Massmutual Select Funds - Massmutual Select Small Company Value Fund Ownership Of Svb Financial Group |
| 2009-09-04 | 2009-06-30 | N-CSRS | Profunds - Bull Profund | Large-Cap Core | 4,837 | Added More | 1,593 | 49.10 % | $183,177 | $184,773 | $1,596 | 0.87 % | $526 | | | | | | News Article | History of Profunds - Bull Profund Ownership Of Svb Financial Group |
| 2009-09-04 | 2009-06-30 | N-CSRS | Profunds - Profund Vp Banks | Specialty & Misc | 723 | Sold Some | -192 | -20.98 % | $27,380 | $27,619 | $239 | 0.87 % | $-63 | | | | | | News Article | History of Profunds - Profund Vp Banks Ownership Of Svb Financial Group |
| 2009-09-04 | 2009-06-30 | N-CSRS | Profunds - Profund Vp Financials | Specialty & Misc | 1,476 | Added More | 1,025 | 227.27 % | $55,896 | $56,383 | $487 | 0.87 % | $338 | | | | | | News Article | History of Profunds - Profund Vp Financials Ownership Of Svb Financial Group |
| 2009-09-04 | 2009-06-30 | N-CSRS | Sun Capital Advisers Trust - Sc Aim Small Cap Growth Fund | No Data | 2,321 | Added More | 1,055 | 83.33 % | $87,896 | $88,662 | $766 | 0.87 % | $348 | | | | | | News Article | History of Sun Capital Advisers Trust - Sc Aim Small Cap Growth Fund Ownership Of Svb Financial Group |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Institutional Index Funds - Vanguard Institutional Index Fund | Specialty & Misc | 29,860 | New Holding | 29,860 | 100 % | $1,130,798 | $1,140,652 | $9,854 | 0.87 % | $9,854 | | | | | | News Article | History of Vanguard Institutional Index Funds - Vanguard Institutional Index Fund Ownership Of Svb Financial Group |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Variable Insurance Funds - Small Company Growth Portfolio | Small-Cap Growth | | Sold All | -4,000 | -100 % | | | | 0.87 % | $-1,320 | | | | | | News Article | History of Vanguard Variable Insurance Funds - Small Company Growth Portfolio Ownership Of Svb Financial Group |
| 2009-09-03 | 2009-06-30 | N-CSRS | Advantus Series Fund Inc - Index 400 Mid-Cap Portfolio | No Data | 4,901 | Added More | 108 | 2.25 % | | $187,218 | | - % | | | | | | | News Article | History of Advantus Series Fund Inc - Index 400 Mid-Cap Portfolio Ownership Of Svb Financial Group |
| 2009-09-03 | 2009-06-30 | N-CSR | American Century Quantitative Equity Funds Inc - Utilities Fund | Utility | | Sold All | -4,214 | -100 % | | | | - % | | | | | | | News Article | History of American Century Quantitative Equity Funds Inc - Utilities Fund Ownership Of Svb Financial Group |
| 2009-09-03 | 2009-06-30 | N-CSRS | Anchor Series Trust - Asset Allocation Portfolio | Specialty & Misc | | Sold All | -200 | -100 % | | | | - % | | | | | | | News Article | History of Anchor Series Trust - Asset Allocation Portfolio Ownership Of Svb Financial Group |
| 2009-09-03 | 2009-06-30 | N-CSRS | Jnl Variable Fund Llc - Jnlmcm Financial Sector Fund | Specialty & Misc | 3 | No Change | 0 | 0 % | | $115 | | - % | | | | | | | News Article | History of Jnl Variable Fund Llc - Jnlmcm Financial Sector Fund Ownership Of Svb Financial Group |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mainstay Vp Series Fund Inc - Vp Developing Growth Portfolio | Multi-Cap Growth | | Sold All | -27,400 | -100 % | | | | - % | | | | | | | News Article | History of Mainstay Vp Series Fund Inc - Vp Developing Growth Portfolio Ownership Of Svb Financial Group |
| 2009-09-03 | 2009-06-30 | N-CSRS | Managers Amg Funds - Skyline Special Equities Portfolio | No Data | 77,500 | Added More | 71,500 | 1191.66 % | | $2,960,500 | | - % | | | | | | | News Article | History of Managers Amg Funds - Skyline Special Equities Portfolio Ownership Of Svb Financial Group |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mml Series Investment Fund - Mml Small Cap Growth Equity Fund | Small-Cap Growth | 11,700 | New Holding | 11,700 | 100 % | | $446,940 | | - % | | | | | | | News Article | History of Mml Series Investment Fund - Mml Small Cap Growth Equity Fund Ownership Of Svb Financial Group |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mml Series Investment Fund - Mml Small Company Value Fund | No Data | 11,200 | No Compare | | | | $427,840 | | - % | | | | | | | News Article | History of Mml Series Investment Fund - Mml Small Company Value Fund Ownership Of Svb Financial Group |
| 2009-09-03 | 2009-06-30 | N-CSRS | Northwestern Mutual Series Fund Inc - Balanced Portfolio | Flexible Portfolio | | Sold All | -94,300 | -100 % | | | | - % | | | | | | | News Article | History of Northwestern Mutual Series Fund Inc - Balanced Portfolio Ownership Of Svb Financial Group |
| 2009-09-03 | 2009-06-30 | N-CSRS | Northwestern Mutual Series Fund Inc - Index 400 Stock Portfolio | No Data | | Sold All | -14,200 | -100 % | | | | - % | | | | | | | News Article | History of Northwestern Mutual Series Fund Inc - Index 400 Stock Portfolio Ownership Of Svb Financial Group |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund - Pd Small-Cap Growth Index Portfolio | No Data | 45 | No Compare | | | | $1,719 | | - % | | | | | | | News Article | History of Pacific Select Fund - Pd Small-Cap Growth Index Portfolio Ownership Of Svb Financial Group |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund - Pd Small-Cap Value Index Portfolio | No Data | 567 | No Compare | | | | $21,659 | | - % | | | | | | | News Article | History of Pacific Select Fund - Pd Small-Cap Value Index Portfolio Ownership Of Svb Financial Group |
| 2009-09-03 | 2009-06-30 | N-CSR | Streettracks Series Trust - Kbw Regional Banking Etf | Specialty & Misc | 341,702 | Added More | 18,242 | 5.63 % | | $13,053,016 | | - % | | | | | | | News Article | History of Streettracks Series Trust - Kbw Regional Banking Etf Ownership Of Svb Financial Group |
| 2009-09-03 | 2009-06-30 | N-CSR | Streettracks Series Trust - Spdr Dividend Etf | Specialty & Misc | 5,363 | Added More | 4,756 | 783.52 % | | $204,867 | | - % | | | | | | | News Article | History of Streettracks Series Trust - Spdr Dividend Etf Ownership Of Svb Financial Group |
| 2009-09-02 | 2009-06-30 | N-CSRS | Met Investors Series Trust - Metaim Small Cap Growth Portfolio | Small-Cap Growth | 209,855 | Added More | 42,100 | 25.09 % | $7,804,507 | $8,016,461 | $211,954 | 2.71 % | $42,521 | | | | | | News Article | History of Met Investors Series Trust - Metaim Small Cap Growth Portfolio Ownership Of Svb Financial Group |
| 2009-09-02 | 2009-06-30 | N-CSRS | Schwab Capital Trust - Schwab Technology Fund | Science & Tech | | Sold All | -5,435 | -100 % | | | | 2.71 % | $-5,489 | | | | | | News Article | History of Schwab Capital Trust - Schwab Technology Fund Ownership Of Svb Financial Group |
| 2009-09-01 | 2009-06-30 | 13F-HR | Algert Coldiron Investors Llc | Institution | | Sold All | -14,440 | -100 % | | | | -0.70 % | $3,899 | | | | | | News Article | History of Algert Coldiron Investors Llc Ownership Of Svb Financial Group |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Amvescap Plc | Institution | 723,181 | Sold Some | -753,207 | -51.01 % | $27,820,773 | $27,625,514 | $-195,259 | -0.70 % | $203,366 | | | | | | News Article | History of Amvescap Plc Ownership Of Svb Financial Group |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Fmr Corp | Institution | 476,300 | Sold Some | -1,159,100 | -70.87 % | $18,323,261 | $18,194,660 | $-128,601 | -0.70 % | $312,957 | | | | | | News Article | History of Fmr Corp Ownership Of Svb Financial Group |
| 2009-09-01 | 2009-06-30 | N-CSRS | Mfs Variable Insurance Trust - Mfs Mid Cap Growth Series | Mid-Cap Growth | 24,400 | New Holding | 24,400 | 100 % | $938,668 | $932,080 | $-6,588 | -0.70 % | $-6,588 | | | | | | News Article | History of Mfs Variable Insurance Trust - Mfs Mid Cap Growth Series Ownership Of Svb Financial Group |
| 2009-09-01 | 2009-06-30 | N-CSRS | Mfs Variable Insurance Trust - Mfs New Discovery Series | Specialty & Misc | 119,520 | New Holding | 119,520 | 100 % | $4,597,934 | $4,565,664 | $-32,270 | -0.70 % | $-32,270 | | | | | | News Article | History of Mfs Variable Insurance Trust - Mfs New Discovery Series Ownership Of Svb Financial Group |
| 2009-09-01 | 2009-06-30 | N-CSRS | Mfs Variable Insurance Trust - Mfs Research Series | Specialty & Misc | 14,360 | New Holding | 14,360 | 100 % | $552,429 | $548,552 | $-3,877 | -0.70 % | $-3,877 | | | | | | News Article | History of Mfs Variable Insurance Trust - Mfs Research Series Ownership Of Svb Financial Group |
| 2009-09-01 | 2009-06-30 | N-CSR | Munder Series Trust - Munder Energy Fund | Specialty & Misc | | Sold All | -79,886 | -100 % | | | | -0.70 % | $21,569 | | | | | | News Article | History of Munder Series Trust - Munder Energy Fund Ownership Of Svb Financial Group |
| 2009-08-31 | 2009-06-30 | N-Q | Fidelity Magellan Fund - Fidelity Magellan Fund | Large-Cap Growth | | Sold All | -1,212,400 | -100 % | | | | -3.89 % | $1,879,220 | | | | | | News Article | History of Fidelity Magellan Fund - Fidelity Magellan Fund Ownership Of Svb Financial Group |
| 2009-08-31 | 2009-06-30 | N-Q | Sei Institutional Managed Trust - Large Cap Growth Fund | Large-Cap Growth | | Sold All | -1,550 | -100 % | | | | -3.89 % | $2,403 | | | | | | News Article | History of Sei Institutional Managed Trust - Large Cap Growth Fund Ownership Of Svb Financial Group |
| 2009-08-31 | 2009-06-30 | N-CSRS | Tiaa Cref Life Fund - Stock Index Fund | Specialty & Misc | 400 | No Change | 0 | 0 % | $15,900 | $15,280 | $-620 | -3.89 % | $0 | | | | | | News Article | History of Tiaa Cref Life Fund - Stock Index Fund Ownership Of Svb Financial Group |
| 2009-08-31 | 2009-06-30 | N-Q | Wisdomtree Trust - Wisdomtree Midcap Earnings Fund | Mid-Cap Core | 874 | Added More | 72 | 8.97 % | $34,742 | $33,387 | $-1,355 | -3.89 % | $-112 | | | | | | News Article | History of Wisdomtree Trust - Wisdomtree Midcap Earnings Fund Ownership Of Svb Financial Group |
| 2009-08-31 | 2009-06-30 | N-Q | Wisdomtree Trust - Wisdomtree Total Earnings Fund | Specialty & Misc | 116 | Added More | 9 | 8.41 % | $4,611 | $4,431 | $-180 | -3.89 % | $-14 | | | | | | News Article | History of Wisdomtree Trust - Wisdomtree Total Earnings Fund Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-Q | Bb And T Funds - Large Cap Fund | Large-Cap Growth | | Sold All | -5,600 | -100 % | | | | -4.28 % | $9,576 | | | | | | News Article | History of Bb And T Funds - Large Cap Fund Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-Q | Bb And T Funds - Sterling Capital Small Cap Value Fund | Small-Cap Value | 6,100 | New Holding | 6,100 | 100 % | $243,451 | $233,020 | $-10,431 | -4.28 % | $-10,431 | | | | | | News Article | History of Bb And T Funds - Sterling Capital Small Cap Value Fund Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-Q | Calvert Social Index Series Inc - Calvert Social Index Fund | Multi-Cap Core | 508 | No Change | 0 | 0 % | $20,274 | $19,406 | $-869 | -4.28 % | $0 | | | | | | News Article | History of Calvert Social Index Series Inc - Calvert Social Index Fund Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-CSRS | Capital Growth Portfolioma - Capital Growth Portfolio | Large-Cap Growth | | Sold All | -9,069 | -100 % | | | | -4.28 % | $15,508 | | | | | | News Article | History of Capital Growth Portfolioma - Capital Growth Portfolio Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-CSRS | Columbia Funds Variable Insurance Trust - Columbia Asset Allocation Fund Variable Series | Specialty & Misc | 1,349 | Added More | 239 | 21.53 % | $53,839 | $51,532 | $-2,307 | -4.28 % | $-409 | | | | | | News Article | History of Columbia Funds Variable Insurance Trust - Columbia Asset Allocation Fund Variable Series Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-CSRS | Columbia Funds Variable Insurance Trust - Columbia International Fund Variable Series | Global Flex Port | 6,644 | Added More | 1,644 | 32.88 % | $265,162 | $253,801 | $-11,361 | -4.28 % | $-2,811 | | | | | | News Article | History of Columbia Funds Variable Insurance Trust - Columbia International Fund Variable Series Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-CSRS | Columbia Funds Variable Insurance Trust - Columbia Small Company Growth Fund Variable Series | Small-Cap Growth | | Sold All | -2,150 | -100 % | | | | -4.28 % | $3,677 | | | | | | News Article | History of Columbia Funds Variable Insurance Trust - Columbia Small Company Growth Fund Variable Series Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-Q | Evergreen Equity Trust De - Evergreen Mid Cap Growth Fund | Mid-Cap Growth | | Sold All | -54,000 | -100 % | | | | -4.28 % | $92,340 | | | | | | News Article | History of Evergreen Equity Trust De - Evergreen Mid Cap Growth Fund Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 2000 Growth Index Fund | Multi-Cap Growth | 22,180 | Sold Some | -20,394 | -47.90 % | $885,204 | $847,276 | $-37,928 | -4.28 % | $34,874 | | | | | | News Article | History of Ishares Trust - Ishares Russell 2000 Growth Index Fund Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 2000 Index Fund | Specialty & Misc | 397,796 | Added More | 27,411 | 7.40 % | $15,876,038 | $15,195,807 | $-680,231 | -4.28 % | $-46,873 | | | | | | News Article | History of Ishares Trust - Ishares Russell 2000 Index Fund Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 2000 Value Index Fund | Multi-Cap Value | 243,793 | Added More | 51,834 | 27.00 % | $9,729,779 | $9,312,893 | $-416,886 | -4.28 % | $-88,636 | | | | | | News Article | History of Ishares Trust - Ishares Russell 2000 Value Index Fund Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Growth Index Fund | Multi-Cap Growth | 184 | Sold Some | -218 | -54.22 % | $7,343 | $7,029 | $-315 | -4.28 % | $373 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Growth Index Fund Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Index Fund | Specialty & Misc | 9,351 | Added More | 1,353 | 16.91 % | $373,198 | $357,208 | $-15,990 | -4.28 % | $-2,314 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Index Fund Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Value Index Fund | Multi-Cap Value | 1,964 | Added More | 393 | 25.01 % | $78,383 | $75,025 | $-3,358 | -4.28 % | $-672 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Value Index Fund Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-Q | Loomis Sayles Funds I - Loomis Sayles Small Cap Value Fund | Small-Cap Core | | Sold All | -138,774 | -100 % | | | | -4.28 % | $237,304 | | | | | | News Article | History of Loomis Sayles Funds I - Loomis Sayles Small Cap Value Fund Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-Q | Loomis Sayles Funds Ii - Loomis Sayles Value Fund | Large-Cap Value | | Sold All | -138,774 | -100 % | | | | -4.28 % | $237,304 | | | | | | News Article | History of Loomis Sayles Funds Ii - Loomis Sayles Value Fund Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-CSRS | Putnam Variable Trust - Putnam Vt Capital Opportunities Fund | Specialty & Misc | | Sold All | -8,096 | -100 % | | | | -4.28 % | $13,844 | | | | | | News Article | History of Putnam Variable Trust - Putnam Vt Capital Opportunities Fund Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-CSRS | Putnam Variable Trust - Putnam Vt Small Cap Value Fund | Small-Cap Value | | Sold All | -59,400 | -100 % | | | | -4.28 % | $101,574 | | | | | | News Article | History of Putnam Variable Trust - Putnam Vt Small Cap Value Fund Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-Q | Riversource Strategic Allocation Series Inc - Riversource Strategic Allocation Fund | Flexible Portfolio | 3,399 | New Holding | 3,399 | 100 % | $135,654 | $129,842 | $-5,812 | -4.28 % | $-5,812 | | | | | | News Article | History of Riversource Strategic Allocation Series Inc - Riversource Strategic Allocation Fund Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-Q | Seasons Series Trust - Mid Cap Growth Portfolio | Mid-Cap Growth | 2,400 | New Holding | 2,400 | 100 % | $95,784 | $91,680 | $-4,104 | -4.28 % | $-4,104 | | | | | | News Article | History of Seasons Series Trust - Mid Cap Growth Portfolio Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-Q | Seasons Series Trust - Small Cap Portfolio | Small-Cap Core | 11,570 | New Holding | 11,570 | 100 % | $461,759 | $441,974 | $-19,785 | -4.28 % | $-19,785 | | | | | | News Article | History of Seasons Series Trust - Small Cap Portfolio Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | N-Q | Smallcap World Fund Inc - Smallcap World Fund Inc | Small-Cap Core | 1,939,000 | New Holding | 1,939,000 | 100 % | $77,385,490 | $74,069,800 | $-3,315,690 | -4.28 % | $-3,315,690 | | | | | | News Article | History of Smallcap World Fund Inc - Smallcap World Fund Inc Ownership Of Svb Financial Group |
| 2009-08-28 | 2009-06-30 | 13F-HR/A | Wells Fargo And Co | Institution | 661,560 | Added More | 155,447 | 30.71 % | $26,402,860 | $25,271,592 | $-1,131,268 | -4.28 % | $-265,814 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Svb Financial Group |
| 2009-08-28 | 2008-06-30 | N-Q | Vanguard Horizon Funds - Vanguard Strategic Small-Cap Equity Fund | Small-Cap Core | | Sold All | -9,500 | -100 % | | | | -4.28 % | $16,245 | | | | | | News Article | History of Vanguard Horizon Funds - Vanguard Strategic Small-Cap Equity Fund Ownership Of Svb Financial Group |
| 2009-08-27 | 2009-06-30 | N-Q | Dws Investment Trust - Dws Small Cap Core Fund | Small-Cap Core | | Sold All | -14,200 | -100 % | | | | -2.99 % | $16,756 | | | | | | News Article | History of Dws Investment Trust - Dws Small Cap Core Fund Ownership Of Svb Financial Group |
| 2009-08-27 | 2009-06-30 | N-Q | Legg Mason Partners Equity Trust - Legg Mason Partners Small Cap Value Fund | Small-Cap Value | | Sold All | -58,500 | -100 % | | | | -2.99 % | $69,030 | | | | | | News Article | History of Legg Mason Partners Equity Trust - Legg Mason Partners Small Cap Value Fund Ownership Of Svb Financial Group |
| 2009-08-27 | 2009-06-30 | N-Q | Old Mutual Advisor Funds Ii - Old Mutual Mid Cap Fund | Mid-Cap Core | 14,600 | Added More | 900 | 6.56 % | $574,948 | $557,720 | $-17,228 | -2.99 % | $-1,062 | | | | | | News Article | History of Old Mutual Advisor Funds Ii - Old Mutual Mid Cap Fund Ownership Of Svb Financial Group |
| 2009-08-27 | 2009-06-30 | N-Q | Tamarack Funds Trust - Tamarack Mid Cap Growth Fund | Mid-Cap Growth | 68,100 | New Holding | 68,100 | 100 % | $2,681,778 | $2,601,420 | $-80,358 | -2.99 % | $-80,358 | | | | | | News Article | History of Tamarack Funds Trust - Tamarack Mid Cap Growth Fund Ownership Of Svb Financial Group |
| 2009-08-27 | 2009-06-30 | N-Q | Thornburg Investment Trust - Thornburg Core Growth Fund | Multi-Cap Core | 1,342,000 | New Holding | 1,342,000 | 100 % | $52,847,960 | $51,264,400 | $-1,583,560 | -2.99 % | $-1,583,560 | | | | | | News Article | History of Thornburg Investment Trust - Thornburg Core Growth Fund Ownership Of Svb Financial Group |
| 2009-08-27 | 2009-06-30 | N-Q | Thornburg Investment Trust - Thornburg Global Opportunities Fund | Global Flex Port | 270,100 | New Holding | 270,100 | 100 % | $10,636,538 | $10,317,820 | $-318,718 | -2.99 % | $-318,718 | | | | | | News Article | History of Thornburg Investment Trust - Thornburg Global Opportunities Fund Ownership Of Svb Financial Group |
| 2009-08-27 | 2009-06-30 | N-Q | Tiaa Cref Institutional Mutual Funds - Equity Index Fund | Specialty & Misc | 22,007 | Added More | 5,568 | 33.87 % | $866,636 | $840,667 | $-25,968 | -2.99 % | $-6,570 | | | | | | News Article | History of Tiaa Cref Institutional Mutual Funds - Equity Index Fund Ownership Of Svb Financial Group |
| 2009-08-27 | 2009-06-30 | N-Q | Tiaa Cref Institutional Mutual Funds - Growth Equity Fund | Multi-Cap Growth | | Sold All | -2,210 | -100 % | | | | -2.99 % | $2,608 | | | | | | News Article | History of Tiaa Cref Institutional Mutual Funds - Growth Equity Fund Ownership Of Svb Financial Group |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Extended Market Index Fund | Mid-Cap Core | 200,659 | New Holding | 200,659 | 100 % | $7,901,951 | $7,665,174 | $-236,778 | -2.99 % | $-236,778 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Extended Market Index Fund Ownership Of Svb Financial Group |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Growth Index Fund | Large-Cap Growth | 254,111 | New Holding | 254,111 | 100 % | $10,006,891 | $9,707,040 | $-299,851 | -2.99 % | $-299,851 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Growth Index Fund Ownership Of Svb Financial Group |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Total Stock Market Index Fund | Multi-Cap Core | 304,835 | New Holding | 304,835 | 100 % | $12,004,402 | $11,644,697 | $-359,705 | -2.99 % | $-359,705 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Total Stock Market Index Fund Ownership Of Svb Financial Group |
| 2009-08-27 | 2009-06-30 | N-Q | Wells Fargo Master Trust - Small Company Value Portfolio | Small-Cap Value | 76,900 | Sold Some | -32,000 | -29.38 % | $3,028,322 | $2,937,580 | $-90,742 | -2.99 % | $37,760 | | | | | | News Article | History of Wells Fargo Master Trust - Small Company Value Portfolio Ownership Of Svb Financial Group |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds - Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 12,524 | Sold Some | -700 | -5.29 % | $493,195 | $478,417 | $-14,778 | -2.99 % | $826 | | | | | | News Article | History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Svb Financial Group |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds - Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 15,434 | Added More | 2,210 | 16.71 % | $607,791 | $589,579 | $-18,212 | -2.99 % | $-2,608 | | | | | | News Article | History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Svb Financial Group |
| 2009-08-26 | 2009-06-30 | 13F-HR | Doolittle And Ganos Investment Counsel Llc | Institution | 3,705 | New Holding | 3,705 | 100 % | $149,015 | $141,531 | $-7,484 | -5.02 % | $-7,484 | | | | | | News Article | History of Doolittle And Ganos Investment Counsel Llc Ownership Of Svb Financial Group |
| 2009-08-26 | 2009-06-30 | N-Q | Ge Funds - Ge Value Equity Fund | Large-Cap Core | 5,500 | Added More | 300 | 5.76 % | $221,210 | $210,100 | $-11,110 | -5.02 % | $-606 | | | | | | News Article | History of Ge Funds - Ge Value Equity Fund Ownership Of Svb Financial Group |
| 2009-08-26 | 2009-06-30 | N-Q | Ge Institutional Funds - Premier Growth Equity Fund | Multi-Cap Growth | 84,500 | New Holding | 84,500 | 100 % | $3,398,590 | $3,227,900 | $-170,690 | -5.02 % | $-170,690 | | | | | | News Article | History of Ge Institutional Funds - Premier Growth Equity Fund Ownership Of Svb Financial Group |
| 2009-08-25 | 2009-06-30 | N-CSRS | Forum Funds - Adams Harkness Small Cap Growth Fund | Small-Cap Growth | | Sold All | -6,110 | -100 % | | | | -3.29 % | $7,943 | | | | | | News Article | History of Forum Funds - Adams Harkness Small Cap Growth Fund Ownership Of Svb Financial Group |
| 2009-08-25 | 2009-06-30 | 13F-HR/A | Jefferies Group Inc | Institution | 10,000 | New Holding | 10,000 | 100 % | $395,000 | $382,000 | $-13,000 | -3.29 % | $-13,000 | | | | | | News Article | History of Jefferies Group Inc Ownership Of Svb Financial Group |
| 2009-08-25 | 2009-06-30 | N-Q | Laudus Trust - Laudus Rosenberg International Discovery Fund | Global Flex Port | | Sold All | -16,900 | -100 % | | | | -3.29 % | $21,970 | | | | | | News Article | History of Laudus Trust - Laudus Rosenberg International Discovery Fund Ownership Of Svb Financial Group |
| 2009-08-25 | 2009-06-30 | N-Q | Laudus Trust - Laudus Rosenberg International Small Capitalization Fund | Small-Cap Core | | Sold All | -32,635 | -100 % | | | | -3.29 % | $42,426 | | | | | | News Article | History of Laudus Trust - Laudus Rosenberg International Small Capitalization Fund Ownership Of Svb Financial Group |
| 2009-08-25 | 2009-06-30 | N-Q | Mfs Series Trust V - Mfs Research Fund | Specialty & Misc | 144,100 | New Holding | 144,100 | 100 % | $5,691,950 | $5,504,620 | $-187,330 | -3.29 % | $-187,330 | | | | | | News Article | History of Mfs Series Trust V - Mfs Research Fund Ownership Of Svb Financial Group |
| 2009-08-25 | 2009-06-30 | N-Q | Mfs Series Trust Xi - Mfs Mid Cap Value Fund | Mid-Cap Value | 145,591 | New Holding | 145,591 | 100 % | $5,750,845 | $5,561,576 | $-189,268 | -3.29 % | $-189,268 | | | | | | News Article | History of Mfs Series Trust Xi - Mfs Mid Cap Value Fund Ownership Of Svb Financial Group |
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