Boston Private Bank & Trust’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
$46.6M Buy
1,498,632
+108,516
+8% +$3.38M 2.15% 1
2014
Q4
$38.4M Buy
1,390,116
+12,548
+0.9% +$346K 1.78% 3
2014
Q3
$34.7M Buy
1,377,568
+8,928
+0.7% +$225K 1.69% 4
2014
Q2
$31.8M Buy
1,368,640
+60,284
+5% +$1.4M 1.54% 6
2014
Q1
$25.1M Buy
1,308,356
+37,576
+3% +$720K 1.27% 14
2013
Q4
$25.5M Buy
1,270,780
+10,892
+0.9% +$218K 1.27% 10
2013
Q3
$21.5M Sell
1,259,888
-77,168
-6% -$1.31M 1.19% 16
2013
Q2
$18.9M Buy
+1,337,056
New +$18.9M 1.1% 18