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Boston Private Bank & Trust’s New England Realty Associates NEN Stock Holding History

Boston Private Bank & Trust’s Portfolio NEN Stock Details NEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$6K Hold
120
– – ﹤0.01% 880
2014
Q4 		$6K Hold
120
– – ﹤0.01% 942
2014
Q3 		$6K Hold
120
– – ﹤0.01% 929
2014
Q2 		$6K Hold
120
– – ﹤0.01% 878
2014
Q1 		$5K Hold
120
– – ﹤0.01% 923
2013
Q4 		$5K Hold
120
– – ﹤0.01% 931
2013
Q3 		$6K Hold
120
– – ﹤0.01% 855
2013
Q2 		$5K Buy
+120
New +$4.89K ﹤0.01% 849

Other funds holding NEN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWS
Aris Wealth Services State College, Pennsylvania $47.7M AUM 10.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return

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

Boston Private Bank & Trust held its New England Realty Associates (NEN) position steady in Q1 2015 at 120 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Boston Private Bank & Trust first reported a position in NEN in Q2 2013 and has held it in 8 quarters since. 11 funds tracked by Wall St. Rank hold NEN as of Q1 2015.

  • Boston Private Bank & Trust held 120 shares of New England Realty Associates worth $6K as of Q1 2015.
  • Boston Private Bank & Trust left its New England Realty Associates share count unchanged in Q1 2015.
  • New England Realty Associates made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #880 holding.
  • Boston Private Bank & Trust first reported a position in New England Realty Associates in Q2 2013 and has held it in 8 quarters since.
  • 11 funds tracked by Wall St. Rank held New England Realty Associates as of Q1 2015.

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