Boston Private Bank & Trust’s Progressive PGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$226K	Hold	8,320	–	–	0.01%	377
2014 Q4	$225K	Sell	8,320 -65	-0.8%	-$1.71K	0.01%	382
2014 Q3	$212K	Sell	8,385 -305	-4%	-$7.51K	0.01%	389
2014 Q2	$220K	Hold	8,690	–	–	0.01%	385
2014 Q1	$210K	Buy	8,690 +65	+0.8%	+$1.58K	0.01%	392
2013 Q4	$235K	Hold	8,625	–	–	0.01%	373
2013 Q3	$235K	Hold	8,625	–	–	0.01%	364
2013 Q2	$219K	Buy	+8,625	New	+$218K	0.01%	359

Other funds holding PGR

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BIT

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Boston Private Bank & Trust held its Progressive (PGR) position steady in Q1 2015 at 8,320 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #377.

Boston Private Bank & Trust first reported a position in PGR in Q2 2013 and has held it in 8 quarters since. The position peaked at $235K in Q4 2013. 439 funds tracked by Wall St. Rank hold PGR as of Q1 2015.

Boston Private Bank & Trust held 8,320 shares of Progressive worth $226K as of Q1 2015.
Boston Private Bank & Trust left its Progressive share count unchanged in Q1 2015.
Progressive made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #377 holding.
Boston Private Bank & Trust first reported a position in Progressive in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Progressive position peaked at $235K in Q4 2013.
439 funds tracked by Wall St. Rank held Progressive as of Q1 2015.

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