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Boston Private Bank & Trust’s Spire SR Stock Holding History

Boston Private Bank & Trust’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$7K Hold
146
– – ﹤0.01% 864
2014
Q4 		$8K Hold
146
– – ﹤0.01% 890
2014
Q3 		$7K Hold
146
– – ﹤0.01% 911
2014
Q2 		$7K Buy
+146
New +$6.83K ﹤0.01% 863

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LM
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Franklin Resources
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NIMC
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BIT
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Boston Private Bank & Trust held its Spire (SR) position steady in Q1 2015 at 146 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Boston Private Bank & Trust first reported a position in SR in Q2 2014 and has held it in 4 quarters since. The position peaked at $8K in Q4 2014. 201 funds tracked by Wall St. Rank hold SR as of Q1 2015.

  • Boston Private Bank & Trust held 146 shares of Spire worth $7K as of Q1 2015.
  • Boston Private Bank & Trust left its Spire share count unchanged in Q1 2015.
  • Spire made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #864 holding.
  • Boston Private Bank & Trust first reported a position in Spire in Q2 2014 and has held it in 4 quarters since.
  • Boston Private Bank & Trust's Spire position peaked at $8K in Q4 2014.
  • 201 funds tracked by Wall St. Rank held Spire as of Q1 2015.

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