Boston Private Bank & Trust’s lululemon athletica LULU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$13K	Hold	200	–	–	﹤0.01%	782
2014 Q4	$11K	Hold	200	–	–	﹤0.01%	847
2014 Q3	$8K	Hold	200	–	–	﹤0.01%	893
2014 Q2	$8K	Sell	200 -323	-62%	-$14.7K	﹤0.01%	845
2014 Q1	$28K	Buy	523 +203	+63%	+$10.1K	﹤0.01%	697
2013 Q4	$19K	Buy	320 +120	+60%	+$8.24K	﹤0.01%	751
2013 Q3	$15K	Buy	+200	New	+$13.9K	﹤0.01%	750

Other funds holding LULU

Advent International Boston, Massachusetts $4.24B AUM 4.24% 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

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BIT

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

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

Boston Private Bank & Trust held its lululemon athletica (LULU) position steady in Q1 2015 at 200 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Boston Private Bank & Trust first reported a position in LULU in Q3 2013 and has held it in 7 quarters since. The position peaked at $28K in Q1 2014. 339 funds tracked by Wall St. Rank hold LULU as of Q1 2015.

Boston Private Bank & Trust held 200 shares of lululemon athletica worth $13K as of Q1 2015.
Boston Private Bank & Trust left its lululemon athletica share count unchanged in Q1 2015.
lululemon athletica made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #782 holding.
Boston Private Bank & Trust first reported a position in lululemon athletica in Q3 2013 and has held it in 7 quarters since.
Boston Private Bank & Trust's lululemon athletica position peaked at $28K in Q1 2014.
339 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2015.

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