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Boston Private Bank & Trust’s ESCO Technologies ESE Stock Holding History

Boston Private Bank & Trust’s Portfolio ESE Stock Details ESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-35
Closed -$1K – 1059
2013
Q3 		$1K Hold
35
– – ﹤0.01% 955
2013
Q2 		$1K Buy
+35
New +$1.21K ﹤0.01% 925

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T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Boston Private Bank & Trust's ESE Position: Q4 2013 in Review

Boston Private Bank & Trust sold out of ESCO Technologies (ESE) in Q4 2013, closing a stake of 35 shares — an estimated $1K sold.

Boston Private Bank & Trust first reported a position in ESE in Q2 2013 and held it in 2 quarters. The position peaked at $1K in Q3 2013. 125 funds tracked by Wall St. Rank hold ESE as of Q4 2013.

  • Boston Private Bank & Trust reported no remaining ESCO Technologies position as of Q4 2013 after selling out during the quarter.
  • Boston Private Bank & Trust sold 35 ESCO Technologies shares in Q4 2013, an estimated $1K.
  • Boston Private Bank & Trust first reported a position in ESCO Technologies in Q2 2013 and held it in 2 quarters.
  • Boston Private Bank & Trust's ESCO Technologies position peaked at $1K in Q3 2013.
  • 125 funds tracked by Wall St. Rank held ESCO Technologies as of Q4 2013.

Based on Boston Private Bank & Trust's 13F filing for Q4 2013, filed 14 Jan 2014.