Boston Private Bank & Trust’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$53K	Sell	1,540 -1,290	-46%	-$44.4K	﹤0.01%	555
2014 Q4	$97K	Hold	2,830	–	–	﹤0.01%	477
2014 Q3	$97K	Hold	2,830	–	–	﹤0.01%	478
2014 Q2	$98K	Hold	2,830	–	–	﹤0.01%	479
2014 Q1	$96K	Hold	2,830	–	–	﹤0.01%	491
2013 Q4	$95K	Sell	2,830 -215	-7%	-$7.27K	﹤0.01%	496
2013 Q3	$103K	Sell	3,045 -785	-20%	-$26.3K	0.01%	469
2013 Q2	$129K	Buy	+3,830	New	+$132K	0.01%	428

Other funds holding SPIB

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

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

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SAM

Strategy Asset Managers Pasadena, California $609M AUM 32.56% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Boston Private Bank & Trust reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 46% in Q1 2015, selling an estimated $44.4K and leaving 1,540 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Boston Private Bank & Trust first reported a position in SPIB in Q2 2013 and has held it in 8 quarters since. The position peaked at $129K in Q2 2013. 57 funds tracked by Wall St. Rank hold SPIB as of Q1 2015.

Boston Private Bank & Trust held 1,540 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $53K as of Q1 2015.
Boston Private Bank & Trust sold 1,290 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2015, an estimated $44.4K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #555 holding.
Boston Private Bank & Trust first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $129K in Q2 2013.
57 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2015.

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