BPBT
NDAQ icon

Boston Private Bank & Trust’s Nasdaq NDAQ Stock Holding History

Boston Private Bank & Trust’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-420
Closed -$5K – 1013
2014
Q1 		$5K Hold
420
– – ﹤0.01% 922
2013
Q4 		$6K Buy
+420
New +$5.14K ﹤0.01% 909

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Boston Private Bank & Trust sold out of Nasdaq (NDAQ) in Q2 2014, closing a stake of 420 shares — an estimated $5K sold.

Boston Private Bank & Trust first reported a position in NDAQ in Q4 2013 and held it in 2 quarters. The position peaked at $6K in Q4 2013. 328 funds tracked by Wall St. Rank hold NDAQ as of Q2 2014.

  • Boston Private Bank & Trust reported no remaining Nasdaq position as of Q2 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 420 Nasdaq shares in Q2 2014, an estimated $5K.
  • Boston Private Bank & Trust first reported a position in Nasdaq in Q4 2013 and held it in 2 quarters.
  • Boston Private Bank & Trust's Nasdaq position peaked at $6K in Q4 2013.
  • 328 funds tracked by Wall St. Rank held Nasdaq as of Q2 2014.

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