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Boston Private Bank & Trust’s Estee Lauder EL Stock Holding History

Boston Private Bank & Trust’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$166K Hold
2,000
– – 0.01% 417
2014
Q4 		$152K Hold
2,000
– – 0.01% 430
2014
Q3 		$149K Hold
2,000
– – 0.01% 428
2014
Q2 		$149K Sell
2,000
-132
-6% -$9.7K 0.01% 430
2014
Q1 		$143K Hold
2,132
– – 0.01% 441
2013
Q4 		$161K Buy
2,132
+132
+7% +$9.56K 0.01% 419
2013
Q3 		$140K Hold
2,000
– – 0.01% 424
2013
Q2 		$132K Buy
+2,000
New +$136K 0.01% 424

Other funds holding EL

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Boston Private Bank & Trust's EL Position: Q1 2015 in Review

Boston Private Bank & Trust held its Estee Lauder (EL) position steady in Q1 2015 at 2,000 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #417.

Boston Private Bank & Trust first reported a position in EL in Q2 2013 and has held it in 8 quarters since. 535 funds tracked by Wall St. Rank hold EL as of Q1 2015.

  • Boston Private Bank & Trust held 2,000 shares of Estee Lauder worth $166K as of Q1 2015.
  • Boston Private Bank & Trust left its Estee Lauder share count unchanged in Q1 2015.
  • Estee Lauder made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #417 holding.
  • Boston Private Bank & Trust first reported a position in Estee Lauder in Q2 2013 and has held it in 8 quarters since.
  • 535 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.