Bailard’s Boston Properties BXP Stock Holding History

Bailard’s Portfolio BXP Stock Details BXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,585	Closed	-$346K	–	548
2019 Q1	$346K	Buy	+2,585	New	+$332K	0.02%	384
2016 Q4	–	Sell	-2,375	Closed	-$324K	–	307
2016 Q3	$324K	Buy	2,375 +600	+34%	+$83.3K	0.03%	243
2016 Q2	$234K	Buy	+1,775	New	+$228K	0.03%	273
2015 Q3	–	Sell	-4,075	Closed	-$493K	–	251
2015 Q2	$493K	Buy	+4,075	New	+$537K	0.08%	152
2015 Q1	–	Sell	-1,575	Closed	-$203K	–	240
2014 Q4	$203K	Sell	1,575 -1,000	-39%	-$127K	0.03%	225
2014 Q3	$298K	Sell	2,575 -6,500	-72%	-$777K	0.05%	181
2014 Q2	$1.07M	Buy	9,075 +5,000	+123%	+$590K	0.16%	82
2014 Q1	$467K	Hold	4,075	–	–	0.07%	139
2013 Q4	$409K	Sell	4,075 -3,175	-44%	-$328K	0.07%	151
2013 Q3	$775K	Buy	7,250 +3,000	+71%	+$317K	0.15%	115
2013 Q2	$448K	Buy	+4,250	New	+$461K	0.08%	139

Other funds holding BXP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return