BPBT
TECD

Boston Private Bank & Trust’s Tech Data Corp TECD Stock Holding History

Boston Private Bank & Trust’s Portfolio TECD Stock Details TECD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-93
Closed -$5K – 1097
2013
Q4 		$5K Buy
+93
New +$4.76K ﹤0.01% 936
2013
Q3 		– Sell
-800
Closed -$38K – 1010
2013
Q2 		$38K Buy
+800
New +$37.8K ﹤0.01% 581

Other funds holding TECD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AWM
Ashmore Wealth Management Wilmington, Delaware $1.58B AUM 9.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Boston Private Bank & Trust sold out of Tech Data Corp (TECD) in Q1 2014, closing a stake of 93 shares — an estimated $5K sold.

Boston Private Bank & Trust first reported a position in TECD in Q2 2013 and held it in 2 quarters. The position peaked at $38K in Q2 2013. 207 funds tracked by Wall St. Rank hold TECD as of Q1 2014.

  • Boston Private Bank & Trust reported no remaining Tech Data Corp position as of Q1 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 93 Tech Data Corp shares in Q1 2014, an estimated $5K.
  • Boston Private Bank & Trust first reported a position in Tech Data Corp in Q2 2013 and held it in 2 quarters.
  • Boston Private Bank & Trust's Tech Data Corp position peaked at $38K in Q2 2013.
  • 207 funds tracked by Wall St. Rank held Tech Data Corp as of Q1 2014.

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