Boston Private Bank & Trust’s Hartford Financial Services HIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$226K	Hold	5,400	–	–	0.01%	376
2014 Q4	$225K	Hold	5,400	–	–	0.01%	381
2014 Q3	$201K	Hold	5,400	–	–	0.01%	394
2014 Q2	$193K	Sell	5,400 -400	-7%	-$14.1K	0.01%	398
2014 Q1	$205K	Hold	5,800	–	–	0.01%	394
2013 Q4	$210K	Hold	5,800	–	–	0.01%	390
2013 Q3	$180K	Buy	5,800 +3,400	+142%	+$106K	0.01%	392
2013 Q2	$74K	Buy	+2,400	New	+$69.2K	﹤0.01%	494

Other funds holding HIG

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BIT

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

RR Partners New York $929M AUM 110.28% 1-Year Est. Return

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

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

Boston Private Bank & Trust held its Hartford Financial Services (HIG) position steady in Q1 2015 at 5,400 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #376.

Boston Private Bank & Trust first reported a position in HIG in Q2 2013 and has held it in 8 quarters since. 576 funds tracked by Wall St. Rank hold HIG as of Q1 2015.

Boston Private Bank & Trust held 5,400 shares of Hartford Financial Services worth $226K as of Q1 2015.
Boston Private Bank & Trust left its Hartford Financial Services share count unchanged in Q1 2015.
Hartford Financial Services made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #376 holding.
Boston Private Bank & Trust first reported a position in Hartford Financial Services in Q2 2013 and has held it in 8 quarters since.
576 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2015.

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