BPBT
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Boston Private Bank & Trust’s Prudential PUK Stock Holding History

Boston Private Bank & Trust’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$3K Hold
67
– – ﹤0.01% 935
2014
Q4 		$3K Buy
+67
New +$2.99K ﹤0.01% 1010

Other funds holding PUK

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Boston Private Bank & Trust held its Prudential (PUK) position steady in Q1 2015 at 67 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Boston Private Bank & Trust first reported a position in PUK in Q4 2014 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold PUK as of Q1 2015.

  • Boston Private Bank & Trust held 67 shares of Prudential worth $3K as of Q1 2015.
  • Boston Private Bank & Trust left its Prudential share count unchanged in Q1 2015.
  • Prudential made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #935 holding.
  • Boston Private Bank & Trust first reported a position in Prudential in Q4 2014 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held Prudential as of Q1 2015.

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