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Boston Private Bank & Trust’s Transcontinental Realty Investors TCI Stock Holding History

Boston Private Bank & Trust’s Portfolio TCI Stock Details TCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-300
Closed -$3K – 1079
2013
Q4 		$3K Hold
300
– – ﹤0.01% 979
2013
Q3 		$3K Hold
300
– – ﹤0.01% 910
2013
Q2 		$3K Buy
+300
New +$2.04K ﹤0.01% 890

Other funds holding TCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Boston Private Bank & Trust sold out of Transcontinental Realty Investors (TCI) in Q1 2014, closing a stake of 300 shares — an estimated $3K sold.

Boston Private Bank & Trust first reported a position in TCI in Q2 2013 and held it in 3 quarters. The position peaked at $3K in Q4 2013. 12 funds tracked by Wall St. Rank hold TCI as of Q1 2014.

  • Boston Private Bank & Trust reported no remaining Transcontinental Realty Investors position as of Q1 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 300 Transcontinental Realty Investors shares in Q1 2014, an estimated $3K.
  • Boston Private Bank & Trust first reported a position in Transcontinental Realty Investors in Q2 2013 and held it in 3 quarters.
  • Boston Private Bank & Trust's Transcontinental Realty Investors position peaked at $3K in Q4 2013.
  • 12 funds tracked by Wall St. Rank held Transcontinental Realty Investors as of Q1 2014.

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