BPBT
TSI

Boston Private Bank & Trust’s TCW Strategic Income Fund TSI Stock Holding History

Boston Private Bank & Trust’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-3,040
Closed -$17K – 1192
2014
Q3 		$17K Buy
+3,040
New +$16.9K ﹤0.01% 798

Other funds holding TSI

RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 21.06% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IT
Independence Trust Franklin, Tennessee $90.5M AUM 24.37% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Private Bank & Trust's TSI Position: Q4 2014 in Review

Boston Private Bank & Trust sold out of TCW Strategic Income Fund (TSI) in Q4 2014, closing a stake of 3,040 shares — an estimated $17K sold.

Boston Private Bank & Trust first reported a position in TSI in Q3 2014 and held it in 1 quarter. The position peaked at $17K in Q3 2014. 71 funds tracked by Wall St. Rank hold TSI as of Q4 2014.

  • Boston Private Bank & Trust reported no remaining TCW Strategic Income Fund position as of Q4 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 3,040 TCW Strategic Income Fund shares in Q4 2014, an estimated $17K.
  • Boston Private Bank & Trust first reported a position in TCW Strategic Income Fund in Q3 2014 and held it in 1 quarter.
  • Boston Private Bank & Trust's TCW Strategic Income Fund position peaked at $17K in Q3 2014.
  • 71 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2014.

Based on Boston Private Bank & Trust's 13F filing for Q4 2014, filed 12 Jan 2015.