BPBT
PII icon

Boston Private Bank & Trust’s Polaris PII Stock Holding History

Boston Private Bank & Trust’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$58K Buy
412
+78
+23% +$11.5K ﹤0.01% 539
2014
Q4 		$51K Sell
334
-21
-6% -$3.15K ﹤0.01% 573
2014
Q3 		$53K Buy
355
+45
+15% +$6.5K ﹤0.01% 572
2014
Q2 		$40K Hold
310
– – ﹤0.01% 612
2014
Q1 		$43K Buy
310
+210
+210% +$28.3K ﹤0.01% 615
2013
Q4 		$15K Buy
+100
New +$13.4K ﹤0.01% 789

Other funds holding PII

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Boston Private Bank & Trust increased its Polaris (PII) stake by 23% in Q1 2015, buying an estimated $11.5K and bringing the position to 412 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Boston Private Bank & Trust first reported a position in PII in Q4 2013 and has held it in 6 quarters since. 493 funds tracked by Wall St. Rank hold PII as of Q1 2015.

  • Boston Private Bank & Trust held 412 shares of Polaris worth $58K as of Q1 2015.
  • Boston Private Bank & Trust bought 78 Polaris shares in Q1 2015, an estimated $11.5K.
  • Polaris made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #539 holding.
  • Boston Private Bank & Trust first reported a position in Polaris in Q4 2013 and has held it in 6 quarters since.
  • 493 funds tracked by Wall St. Rank held Polaris as of Q1 2015.

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