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Boston Private Bank & Trust’s Alamo Group ALG Stock Holding History

Boston Private Bank & Trust’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-79
Closed -$4K – 1044
2013
Q3 		$4K Hold
79
– – ﹤0.01% 885
2013
Q2 		$3K Buy
+79
New +$3.23K ﹤0.01% 877

Other funds holding ALG

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Boston Private Bank & Trust's ALG Position: Q4 2013 in Review

Boston Private Bank & Trust sold out of Alamo Group (ALG) in Q4 2013, closing a stake of 79 shares — an estimated $4K sold.

Boston Private Bank & Trust first reported a position in ALG in Q2 2013 and held it in 2 quarters. The position peaked at $4K in Q3 2013. 102 funds tracked by Wall St. Rank hold ALG as of Q4 2013.

  • Boston Private Bank & Trust reported no remaining Alamo Group position as of Q4 2013 after selling out during the quarter.
  • Boston Private Bank & Trust sold 79 Alamo Group shares in Q4 2013, an estimated $4K.
  • Boston Private Bank & Trust first reported a position in Alamo Group in Q2 2013 and held it in 2 quarters.
  • Boston Private Bank & Trust's Alamo Group position peaked at $4K in Q3 2013.
  • 102 funds tracked by Wall St. Rank held Alamo Group as of Q4 2013.

Based on Boston Private Bank & Trust's 13F filing for Q4 2013, filed 14 Jan 2014.