BPBT
IRBT

Boston Private Bank & Trust’s iRobot IRBT Stock Holding History

Boston Private Bank & Trust’s Portfolio IRBT Stock Details IRBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$33K Hold
1,000
– – ﹤0.01% 638
2014
Q4 		$35K Hold
1,000
– – ﹤0.01% 640
2014
Q3 		$30K Hold
1,000
– – ﹤0.01% 693
2014
Q2 		$41K Hold
1,000
– – ﹤0.01% 606
2014
Q1 		$41K Hold
1,000
– – ﹤0.01% 625
2013
Q4 		$35K Hold
1,000
– – ﹤0.01% 653
2013
Q3 		$38K Hold
1,000
– – ﹤0.01% 597
2013
Q2 		$40K Buy
+1,000
New +$31.2K ﹤0.01% 572

Other funds holding IRBT

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RMCP
Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Boston Private Bank & Trust held its iRobot (IRBT) position steady in Q1 2015 at 1,000 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Boston Private Bank & Trust first reported a position in IRBT in Q2 2013 and has held it in 8 quarters since. The position peaked at $41K in Q2 2014. 163 funds tracked by Wall St. Rank hold IRBT as of Q1 2015.

  • Boston Private Bank & Trust held 1,000 shares of iRobot worth $33K as of Q1 2015.
  • Boston Private Bank & Trust left its iRobot share count unchanged in Q1 2015.
  • iRobot made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #638 holding.
  • Boston Private Bank & Trust first reported a position in iRobot in Q2 2013 and has held it in 8 quarters since.
  • Boston Private Bank & Trust's iRobot position peaked at $41K in Q2 2014.
  • 163 funds tracked by Wall St. Rank held iRobot as of Q1 2015.

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