BPBT
ALR

Boston Private Bank & Trust’s Alere Inc ALR Stock Holding History

Boston Private Bank & Trust’s Portfolio ALR Stock Details ALR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-700
Closed -$24K – 1050
2014
Q1 		$24K Buy
+700
New +$25.6K ﹤0.01% 725

Other funds holding ALR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
SAM
Steinberg Asset Management New York $154M AUM 41.94% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Boston Private Bank & Trust's ALR Position: Q2 2014 in Review

Boston Private Bank & Trust sold out of Alere Inc (ALR) in Q2 2014, closing a stake of 700 shares — an estimated $24K sold.

Boston Private Bank & Trust first reported a position in ALR in Q1 2014 and held it in 1 quarter. The position peaked at $24K in Q1 2014. 199 funds tracked by Wall St. Rank hold ALR as of Q2 2014.

  • Boston Private Bank & Trust reported no remaining Alere Inc position as of Q2 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 700 Alere Inc shares in Q2 2014, an estimated $24K.
  • Boston Private Bank & Trust first reported a position in Alere Inc in Q1 2014 and held it in 1 quarter.
  • Boston Private Bank & Trust's Alere Inc position peaked at $24K in Q1 2014.
  • 199 funds tracked by Wall St. Rank held Alere Inc as of Q2 2014.

Based on Boston Private Bank & Trust's 13F filing for Q2 2014, filed 15 Jul 2014.