Boston Private Bank & Trust’s SM Energy SM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
$539K Buy
2014
Q4
$310K Sell
2014
Q3
$692K Buy
2014
Q2
$721K Buy
2014
Q1
$553K Buy
2013
Q4
$594K Buy
2013
Q3
$548K Buy
2013
Q2
$388K Buy