Boston Private Bank & Trust’s Bank OZK OZK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$2K	Hold	56	–	–	﹤0.01%	971
2014 Q4	$2K	Buy	+56	New	+$1.96K	﹤0.01%	1048

Other funds holding OZK

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BIT

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Boston Private Bank & Trust held its Bank OZK (OZK) position steady in Q1 2015 at 56 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Boston Private Bank & Trust first reported a position in OZK in Q4 2014 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold OZK as of Q1 2015.

Boston Private Bank & Trust held 56 shares of Bank OZK worth $2K as of Q1 2015.
Boston Private Bank & Trust left its Bank OZK share count unchanged in Q1 2015.
Bank OZK made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #971 holding.
Boston Private Bank & Trust first reported a position in Bank OZK in Q4 2014 and has held it in 2 quarters since.
238 funds tracked by Wall St. Rank held Bank OZK as of Q1 2015.

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