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Boston Private Bank & Trust’s Align Technology ALGN Stock Holding History

Boston Private Bank & Trust’s Portfolio ALGN Stock Details ALGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-260
Closed -$13K – 1045
2013
Q3 		$13K Hold
260
– – ﹤0.01% 775
2013
Q2 		$10K Buy
+260
New +$8.96K ﹤0.01% 769

Other funds holding ALGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Boston Private Bank & Trust sold out of Align Technology (ALGN) in Q4 2013, closing a stake of 260 shares — an estimated $13K sold.

Boston Private Bank & Trust first reported a position in ALGN in Q2 2013 and held it in 2 quarters. The position peaked at $13K in Q3 2013. 248 funds tracked by Wall St. Rank hold ALGN as of Q4 2013.

  • Boston Private Bank & Trust reported no remaining Align Technology position as of Q4 2013 after selling out during the quarter.
  • Boston Private Bank & Trust sold 260 Align Technology shares in Q4 2013, an estimated $13K.
  • Boston Private Bank & Trust first reported a position in Align Technology in Q2 2013 and held it in 2 quarters.
  • Boston Private Bank & Trust's Align Technology position peaked at $13K in Q3 2013.
  • 248 funds tracked by Wall St. Rank held Align Technology as of Q4 2013.

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