BPBT
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Boston Private Bank & Trust’s Gartner IT Stock Holding History

Boston Private Bank & Trust’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$1.61M Buy
19,209
+1,130
+6% +$93.2K 0.07% 202
2014
Q4 		$1.52M Sell
18,079
-280
-2% -$22.7K 0.07% 207
2014
Q3 		$1.35M Buy
18,359
+205
+1% +$14.9K 0.07% 211
2014
Q2 		$1.28M Buy
18,154
+365
+2% +$25.4K 0.06% 217
2014
Q1 		$1.24M Buy
17,789
+735
+4% +$50.8K 0.06% 217
2013
Q4 		$1.21M Buy
17,054
+1,534
+10% +$96.9K 0.06% 221
2013
Q3 		$931K Buy
15,520
+90
+0.6% +$5.3K 0.05% 234
2013
Q2 		$879K Buy
+15,430
New +$876K 0.05% 233

Other funds holding IT

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Boston Private Bank & Trust increased its Gartner (IT) stake by 6.3% in Q1 2015, buying an estimated $93.2K and bringing the position to 19,209 shares worth $1.61M. The position accounts for 0.07% of the portfolio, ranked #202.

Boston Private Bank & Trust first reported a position in IT in Q2 2013 and has held it in 8 quarters since. 288 funds tracked by Wall St. Rank hold IT as of Q1 2015.

  • Boston Private Bank & Trust held 19,209 shares of Gartner worth $1.61M as of Q1 2015.
  • Boston Private Bank & Trust bought 1,130 Gartner shares in Q1 2015, an estimated $93.2K.
  • Gartner made up 0.07% of Boston Private Bank & Trust's portfolio in Q1 2015, its #202 holding.
  • Boston Private Bank & Trust first reported a position in Gartner in Q2 2013 and has held it in 8 quarters since.
  • 288 funds tracked by Wall St. Rank held Gartner as of Q1 2015.

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