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Boston Private Bank & Trust’s Artivion AORT Stock Holding History

Boston Private Bank & Trust’s Portfolio AORT Stock Details AORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-750
Closed -$7K – 1148
2014
Q3 		$7K Hold
750
– – ﹤0.01% 905
2014
Q2 		$7K Hold
750
– – ﹤0.01% 856
2014
Q1 		$7K Sell
750
-75
-9% -$769 ﹤0.01% 889
2013
Q4 		$9K Buy
825
+75
+10% +$706 ﹤0.01% 851
2013
Q3 		$5K Hold
750
– – ﹤0.01% 865
2013
Q2 		$5K Buy
+750
New +$4.58K ﹤0.01% 846

Other funds holding AORT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KG
Killen Group Berwyn, Pennsylvania $866M AUM 0.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Boston Private Bank & Trust's AORT Position: Q4 2014 in Review

Boston Private Bank & Trust sold out of Artivion (AORT) in Q4 2014, closing a stake of 750 shares — an estimated $7K sold.

Boston Private Bank & Trust first reported a position in AORT in Q2 2013 and held it in 6 quarters. The position peaked at $9K in Q4 2013. 111 funds tracked by Wall St. Rank hold AORT as of Q4 2014.

  • Boston Private Bank & Trust reported no remaining Artivion position as of Q4 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 750 Artivion shares in Q4 2014, an estimated $7K.
  • Boston Private Bank & Trust first reported a position in Artivion in Q2 2013 and held it in 6 quarters.
  • Boston Private Bank & Trust's Artivion position peaked at $9K in Q4 2013.
  • 111 funds tracked by Wall St. Rank held Artivion as of Q4 2014.

Based on Boston Private Bank & Trust's 13F filing for Q4 2014, filed 12 Jan 2015.