BPBT
MHE

Boston Private Bank & Trust’s BlackRock Massachusetts Tax-Exempt Trust MHE Stock Holding History

Boston Private Bank & Trust’s Portfolio MHE Stock Details MHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-5
Closed – – 1127
2013
Q3 		$0 Buy
+5
New +$60 ﹤0.01% 1029

Other funds holding MHE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Boston Private Bank & Trust's MHE Position: Q4 2013 in Review

Boston Private Bank & Trust sold out of BlackRock Massachusetts Tax-Exempt Trust (MHE) in Q4 2013, closing a stake of 5 shares.

Boston Private Bank & Trust first reported a position in MHE in Q3 2013 and held it in 1 quarter. The position peaked at $0 in Q3 2013. 9 funds tracked by Wall St. Rank hold MHE as of Q4 2013.

  • Boston Private Bank & Trust reported no remaining BlackRock Massachusetts Tax-Exempt Trust position as of Q4 2013 after selling out during the quarter.
  • Boston Private Bank & Trust sold 5 BlackRock Massachusetts Tax-Exempt Trust shares in Q4 2013.
  • Boston Private Bank & Trust first reported a position in BlackRock Massachusetts Tax-Exempt Trust in Q3 2013 and held it in 1 quarter.
  • Boston Private Bank & Trust's BlackRock Massachusetts Tax-Exempt Trust position peaked at $0 in Q3 2013.
  • 9 funds tracked by Wall St. Rank held BlackRock Massachusetts Tax-Exempt Trust as of Q4 2013.

Based on Boston Private Bank & Trust's 13F filing for Q4 2013, filed 14 Jan 2014.