Boston Private Bank & Trust’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$250K	Sell	3,194 -175	-5%	-$13.7K	0.01%	364
2014 Q4	$265K	Buy	3,369 +10	+0.3%	+$781	0.01%	364
2014 Q3	$252K	Buy	3,359 +410	+14%	+$31.1K	0.01%	364
2014 Q2	$226K	Sell	2,949 -95	-3%	-$7.12K	0.01%	381
2014 Q1	$224K	Buy	3,044 +45	+2%	+$3.24K	0.01%	385
2013 Q4	$218K	Sell	2,999 -5	-0.2%	-$359	0.01%	385
2013 Q3	$207K	Sell	3,004 -4,620	-61%	-$319K	0.01%	378
2013 Q2	$505K	Buy	+7,624	New	+$513K	0.03%	268

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CNB

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

Boston Private Bank & Trust reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 5.2% in Q1 2015, selling an estimated $13.7K and leaving 3,194 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #364.

Boston Private Bank & Trust first reported a position in SDY in Q2 2013 and has held it in 8 quarters since. The position peaked at $505K in Q2 2013. 448 funds tracked by Wall St. Rank hold SDY as of Q1 2015.

Boston Private Bank & Trust held 3,194 shares of State Street SPDR S&P Dividend ETF worth $250K as of Q1 2015.
Boston Private Bank & Trust sold 175 State Street SPDR S&P Dividend ETF shares in Q1 2015, an estimated $13.7K.
State Street SPDR S&P Dividend ETF made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #364 holding.
Boston Private Bank & Trust first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's State Street SPDR S&P Dividend ETF position peaked at $505K in Q2 2013.
448 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2015.

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