BPBT
LSBG

Boston Private Bank & Trust’s Lake Sunapee Bank Group LSBG Stock Holding History

Boston Private Bank & Trust’s Portfolio LSBG Stock Details LSBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-2,868
Closed -$42K – 1051
2014
Q1 		$42K Buy
+2,868
New +$42.9K ﹤0.01% 620

Other funds holding LSBG

PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFAM
Motley Fool Asset Management Alexandria, Virginia $2.33B AUM 21.93% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Boston Private Bank & Trust's LSBG Position: Q2 2014 in Review

Boston Private Bank & Trust sold out of Lake Sunapee Bank Group (LSBG) in Q2 2014, closing a stake of 2,868 shares — an estimated $42K sold.

Boston Private Bank & Trust first reported a position in LSBG in Q1 2014 and held it in 1 quarter. The position peaked at $42K in Q1 2014. 34 funds tracked by Wall St. Rank hold LSBG as of Q2 2014.

  • Boston Private Bank & Trust reported no remaining Lake Sunapee Bank Group position as of Q2 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 2,868 Lake Sunapee Bank Group shares in Q2 2014, an estimated $42K.
  • Boston Private Bank & Trust first reported a position in Lake Sunapee Bank Group in Q1 2014 and held it in 1 quarter.
  • Boston Private Bank & Trust's Lake Sunapee Bank Group position peaked at $42K in Q1 2014.
  • 34 funds tracked by Wall St. Rank held Lake Sunapee Bank Group as of Q2 2014.

Based on Boston Private Bank & Trust's 13F filing for Q2 2014, filed 15 Jul 2014.