Boston Private Bank & Trust’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$28K	Hold	1,000	–	–	﹤0.01%	673
2014 Q4	$28K	Sell	1,000 -1,000	-50%	-$28.1K	﹤0.01%	693
2014 Q3	$56K	Hold	2,000	–	–	﹤0.01%	559
2014 Q2	$57K	Hold	2,000	–	–	﹤0.01%	553
2014 Q1	$56K	Sell	2,000 -216	-10%	-$5.99K	﹤0.01%	574
2013 Q4	$60K	Buy	2,216 +216	+11%	+$5.98K	﹤0.01%	561
2013 Q3	$56K	Hold	2,000	–	–	﹤0.01%	545
2013 Q2	$56K	Buy	+2,000	New	+$59K	﹤0.01%	531

Other funds holding SPIP

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Boston Private Bank & Trust held its State Street SPDR Portfolio TIPS ETF (SPIP) position steady in Q1 2015 at 1,000 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Boston Private Bank & Trust first reported a position in SPIP in Q2 2013 and has held it in 8 quarters since. The position peaked at $60K in Q4 2013. 55 funds tracked by Wall St. Rank hold SPIP as of Q1 2015.

Boston Private Bank & Trust held 1,000 shares of State Street SPDR Portfolio TIPS ETF worth $28K as of Q1 2015.
Boston Private Bank & Trust left its State Street SPDR Portfolio TIPS ETF share count unchanged in Q1 2015.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #673 holding.
Boston Private Bank & Trust first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's State Street SPDR Portfolio TIPS ETF position peaked at $60K in Q4 2013.
55 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2015.

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