Boston Private Bank & Trust’s Loews L Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$46K	Hold	1,130	–	–	﹤0.01%	578
2014 Q4	$47K	Sell	1,130 -444	-28%	-$18.6K	﹤0.01%	591
2014 Q3	$66K	Buy	1,574 +1,532	+3,648%	+$65.9K	﹤0.01%	535
2014 Q2	$2K	Hold	42	–	–	﹤0.01%	945
2014 Q1	$2K	Hold	42	–	–	﹤0.01%	966
2013 Q4	$2K	Buy	+42	New	+$2.01K	﹤0.01%	1004

Other funds holding L

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

BIT

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

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Boston Private Bank & Trust held its Loews (L) position steady in Q1 2015 at 1,130 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Boston Private Bank & Trust first reported a position in L in Q4 2013 and has held it in 6 quarters since. The position peaked at $66K in Q3 2014. 425 funds tracked by Wall St. Rank hold L as of Q1 2015.

Boston Private Bank & Trust held 1,130 shares of Loews worth $46K as of Q1 2015.
Boston Private Bank & Trust left its Loews share count unchanged in Q1 2015.
Loews made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #578 holding.
Boston Private Bank & Trust first reported a position in Loews in Q4 2013 and has held it in 6 quarters since.
Boston Private Bank & Trust's Loews position peaked at $66K in Q3 2014.
425 funds tracked by Wall St. Rank held Loews as of Q1 2015.

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