Boston Private Bank & Trust’s FedEx FDX Stock Holding History

Boston Private Bank & Trust’s Portfolio FDX Stock Details FDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$8.2M	Buy	49,550 +1,245	+3%	+$216K	0.38%	84
2014 Q4	$8.39M	Buy	48,305 +85	+0.2%	+$14.4K	0.39%	85
2014 Q3	$7.79M	Sell	48,220 -894	-2%	-$136K	0.38%	84
2014 Q2	$7.43M	Sell	49,114 -5,600	-10%	-$782K	0.36%	84
2014 Q1	$7.25M	Sell	54,714 -1,148	-2%	-$156K	0.37%	88
2013 Q4	$8.03M	Sell	55,862 -295	-0.5%	-$39.1K	0.4%	85
2013 Q3	$6.41M	Sell	56,157 -1,044	-2%	-$113K	0.36%	92
2013 Q2	$5.64M	Buy	+57,201	New	+$5.55M	0.33%	94

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

Boston Private Bank & Trust increased its FedEx (FDX) stake by 2.6% in Q1 2015, buying an estimated $216K and bringing the position to 49,550 shares worth $8.2M. The position accounts for 0.38% of the portfolio, ranked #84.

Boston Private Bank & Trust first reported a position in FDX in Q2 2013 and has held it in 8 quarters since. The position peaked at $8.39M in Q4 2014. 970 funds tracked by Wall St. Rank hold FDX as of Q1 2015.

Boston Private Bank & Trust held 49,550 shares of FedEx worth $8.2M as of Q1 2015.
Boston Private Bank & Trust bought 1,245 FedEx shares in Q1 2015, an estimated $216K.
FedEx made up 0.38% of Boston Private Bank & Trust's portfolio in Q1 2015, its #84 holding.
Boston Private Bank & Trust first reported a position in FedEx in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's FedEx position peaked at $8.39M in Q4 2014.
970 funds tracked by Wall St. Rank held FedEx as of Q1 2015.

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