Boston Private Bank & Trust’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
$504K Hold
2014
Q4
$517K Sell
2014
Q3
$600K Hold
2014
Q2
$625K Buy
2014
Q1
$584K Hold
2013
Q4
$599K Buy
2013
Q3
$491K Sell
2013
Q2
$477K Buy