Boston Private Bank & Trust’s Goldman Sachs GS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$1.48M	Sell	7,876 -70	-0.9%	-$13K	0.07%	206
2014 Q4	$1.54M	Buy	7,946 +70	+0.9%	+$13.2K	0.07%	205
2014 Q3	$1.45M	Sell	7,876 -900	-10%	-$158K	0.07%	208
2014 Q2	$1.47M	Sell	8,776 -474	-5%	-$76.5K	0.07%	208
2014 Q1	$1.52M	Sell	9,250 -101	-1%	-$17K	0.08%	199
2013 Q4	$1.66M	Buy	9,351 +183	+2%	+$30.2K	0.08%	191
2013 Q3	$1.45M	Buy	9,168 +481	+6%	+$77.4K	0.08%	201
2013 Q2	$1.31M	Buy	+8,687	New	+$1.32M	0.08%	203

Other funds holding GS

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

BIT

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Boston Private Bank & Trust reduced its Goldman Sachs (GS) stake by 0.88% in Q1 2015, selling an estimated $13K and leaving 7,876 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #206.

Boston Private Bank & Trust first reported a position in GS in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.66M in Q4 2013. 995 funds tracked by Wall St. Rank hold GS as of Q1 2015.

Boston Private Bank & Trust held 7,876 shares of Goldman Sachs worth $1.48M as of Q1 2015.
Boston Private Bank & Trust sold 70 Goldman Sachs shares in Q1 2015, an estimated $13K.
Goldman Sachs made up 0.07% of Boston Private Bank & Trust's portfolio in Q1 2015, its #206 holding.
Boston Private Bank & Trust first reported a position in Goldman Sachs in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Goldman Sachs position peaked at $1.66M in Q4 2013.
995 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2015.

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