BPBT
SF

Boston Private Bank & Trust’s Stifel SF Stock Holding History

Boston Private Bank & Trust’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-83
Closed -$2K – 1026
2014
Q1 		$2K Buy
+83
New +$1.76K ﹤0.01% 974

Other funds holding SF

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Boston Private Bank & Trust's SF Position: Q2 2014 in Review

Boston Private Bank & Trust sold out of Stifel (SF) in Q2 2014, closing a stake of 83 shares — an estimated $2K sold.

Boston Private Bank & Trust first reported a position in SF in Q1 2014 and held it in 1 quarter. The position peaked at $2K in Q1 2014. 207 funds tracked by Wall St. Rank hold SF as of Q2 2014.

  • Boston Private Bank & Trust reported no remaining Stifel position as of Q2 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 83 Stifel shares in Q2 2014, an estimated $2K.
  • Boston Private Bank & Trust first reported a position in Stifel in Q1 2014 and held it in 1 quarter.
  • Boston Private Bank & Trust's Stifel position peaked at $2K in Q1 2014.
  • 207 funds tracked by Wall St. Rank held Stifel as of Q2 2014.

Based on Boston Private Bank & Trust's 13F filing for Q2 2014, filed 15 Jul 2014.