BPBT
EG icon

Boston Private Bank & Trust’s Everest Group EG Stock Holding History

Boston Private Bank & Trust’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-75
Closed -$12K – 1160
2014
Q3 		$12K Buy
+75
New +$12.1K ﹤0.01% 841
2013
Q4 		– Sell
-15
Closed -$2K – 1058
2013
Q3 		$2K Buy
+15
New +$2.03K ﹤0.01% 931

Other funds holding EG

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Boston Private Bank & Trust sold out of Everest Group (EG) in Q4 2014, closing a stake of 75 shares — an estimated $12K sold.

Boston Private Bank & Trust first reported a position in EG in Q3 2013 and held it in 2 quarters. The position peaked at $12K in Q3 2014. 371 funds tracked by Wall St. Rank hold EG as of Q4 2014.

  • Boston Private Bank & Trust reported no remaining Everest Group position as of Q4 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 75 Everest Group shares in Q4 2014, an estimated $12K.
  • Boston Private Bank & Trust first reported a position in Everest Group in Q3 2013 and held it in 2 quarters.
  • Boston Private Bank & Trust's Everest Group position peaked at $12K in Q3 2014.
  • 371 funds tracked by Wall St. Rank held Everest Group as of Q4 2014.

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