Boston Private Bank & Trust’s Jacobs Solutions J Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$25K	Hold	665	–	–	﹤0.01%	693
2014 Q4	$25K	Hold	665	–	–	﹤0.01%	719
2014 Q3	$27K	Hold	665	–	–	﹤0.01%	715
2014 Q2	$29K	Hold	665	–	–	﹤0.01%	674
2014 Q1	$35K	Buy	+665	New	+$34.3K	﹤0.01%	657

Other funds holding J

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

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

BIT

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Boston Private Bank & Trust held its Jacobs Solutions (J) position steady in Q1 2015 at 665 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Boston Private Bank & Trust first reported a position in J in Q1 2014 and has held it in 5 quarters since. The position peaked at $35K in Q1 2014. 428 funds tracked by Wall St. Rank hold J as of Q1 2015.

Boston Private Bank & Trust held 665 shares of Jacobs Solutions worth $25K as of Q1 2015.
Boston Private Bank & Trust left its Jacobs Solutions share count unchanged in Q1 2015.
Jacobs Solutions made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #693 holding.
Boston Private Bank & Trust first reported a position in Jacobs Solutions in Q1 2014 and has held it in 5 quarters since.
Boston Private Bank & Trust's Jacobs Solutions position peaked at $35K in Q1 2014.
428 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2015.

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