BPBT
IRE

Boston Private Bank & Trust’s GOVERNOR-BK OF IRELND ADS NEW IRE Stock Holding History

Boston Private Bank & Trust’s Portfolio IRE Stock Details IRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,136
Closed -$33K – 1165
2014
Q4 		$33K Hold
2,136
– – ﹤0.01% 653
2014
Q3 		$34K Hold
2,136
– – ﹤0.01% 666
2014
Q2 		$30K Hold
2,136
– – ﹤0.01% 671
2014
Q1 		$41K Hold
2,136
– – ﹤0.01% 627
2013
Q4 		$31K Hold
2,136
– – ﹤0.01% 669
2013
Q3 		$24K Hold
2,136
– – ﹤0.01% 668
2013
Q2 		$18K Buy
+2,136
New +$19.4K ﹤0.01% 693

Other funds holding IRE

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ACI
Advance Capital I Southfield, Michigan $49.4M AUM 18.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
RCM
Riverhead Capital Management Wilmington, Delaware $2.71B AUM 2.34% 1-Year Est. Return
EWM
Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
ZB
Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return
FNBT
FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return

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

Boston Private Bank & Trust sold out of GOVERNOR-BK OF IRELND ADS NEW (IRE) in Q1 2015, closing a stake of 2,136 shares — an estimated $33K sold.

Boston Private Bank & Trust first reported a position in IRE in Q2 2013 and held it in 7 quarters. The position peaked at $41K in Q1 2014. 12 funds tracked by Wall St. Rank hold IRE as of Q1 2015.

  • Boston Private Bank & Trust reported no remaining GOVERNOR-BK OF IRELND ADS NEW position as of Q1 2015 after selling out during the quarter.
  • Boston Private Bank & Trust sold 2,136 GOVERNOR-BK OF IRELND ADS NEW shares in Q1 2015, an estimated $33K.
  • Boston Private Bank & Trust first reported a position in GOVERNOR-BK OF IRELND ADS NEW in Q2 2013 and held it in 7 quarters.
  • Boston Private Bank & Trust's GOVERNOR-BK OF IRELND ADS NEW position peaked at $41K in Q1 2014.
  • 12 funds tracked by Wall St. Rank held GOVERNOR-BK OF IRELND ADS NEW as of Q1 2015.

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