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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-1,553	Closed	-$48K	–	1076
2013 Q4	$48K	Hold	1,553	–	–	﹤0.01%	599
2013 Q3	$48K	Buy	+1,553	New	+$47.6K	﹤0.01%	567

Other funds holding SPSB

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Boston Private Bank & Trust's SPSB Position: Q1 2014 in Review

Boston Private Bank & Trust sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2014, closing a stake of 1,553 shares — an estimated $48K sold.

Boston Private Bank & Trust first reported a position in SPSB in Q3 2013 and held it in 2 quarters. The position peaked at $48K in Q4 2013. 115 funds tracked by Wall St. Rank hold SPSB as of Q1 2014.

Boston Private Bank & Trust reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q1 2014 after selling out during the quarter.
Boston Private Bank & Trust sold 1,553 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2014, an estimated $48K.
Boston Private Bank & Trust first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2013 and held it in 2 quarters.
Boston Private Bank & Trust's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $48K in Q4 2013.
115 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2014.

Based on Boston Private Bank & Trust's 13F filing for Q1 2014, filed 15 Apr 2014.