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Boston Private Bank & Trust’s Humana HUM Stock Holding History

Boston Private Bank & Trust’s Portfolio HUM Stock Details HUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-50
Closed -$7K – 1170
2014
Q3 		$7K Buy
+50
New +$6.36K ﹤0.01% 908
2014
Q2 		– Sell
-11
Closed -$1K – 1006
2014
Q1 		$1K Buy
+11
New +$1.15K ﹤0.01% 992

Other funds holding HUM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Boston Private Bank & Trust's HUM Position: Q4 2014 in Review

Boston Private Bank & Trust sold out of Humana (HUM) in Q4 2014, closing a stake of 50 shares — an estimated $7K sold.

Boston Private Bank & Trust first reported a position in HUM in Q1 2014 and held it in 2 quarters. The position peaked at $7K in Q3 2014. 543 funds tracked by Wall St. Rank hold HUM as of Q4 2014.

  • Boston Private Bank & Trust reported no remaining Humana position as of Q4 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 50 Humana shares in Q4 2014, an estimated $7K.
  • Boston Private Bank & Trust first reported a position in Humana in Q1 2014 and held it in 2 quarters.
  • Boston Private Bank & Trust's Humana position peaked at $7K in Q3 2014.
  • 543 funds tracked by Wall St. Rank held Humana as of Q4 2014.

Based on Boston Private Bank & Trust's 13F filing for Q4 2014, filed 12 Jan 2015.