BPBT
UTEK

Boston Private Bank & Trust’s Ultratech Inc. UTEK Stock Holding History

Boston Private Bank & Trust’s Portfolio UTEK Stock Details UTEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-500
Closed -$11K – 1219
2014
Q3 		$11K Hold
500
– – ﹤0.01% 864
2014
Q2 		$11K Hold
500
– – ﹤0.01% 813
2014
Q1 		$15K Hold
500
– – ﹤0.01% 795
2013
Q4 		$15K Hold
500
– – ﹤0.01% 793
2013
Q3 		$15K Sell
500
-84
-14% -$2.57K ﹤0.01% 759
2013
Q2 		$21K Buy
+584
New +$20.2K ﹤0.01% 672

Other funds holding UTEK

CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Boston Private Bank & Trust sold out of Ultratech Inc. (UTEK) in Q4 2014, closing a stake of 500 shares — an estimated $11K sold.

Boston Private Bank & Trust first reported a position in UTEK in Q2 2013 and held it in 6 quarters. The position peaked at $21K in Q2 2013. 130 funds tracked by Wall St. Rank hold UTEK as of Q4 2014.

  • Boston Private Bank & Trust reported no remaining Ultratech Inc. position as of Q4 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 500 Ultratech Inc. shares in Q4 2014, an estimated $11K.
  • Boston Private Bank & Trust first reported a position in Ultratech Inc. in Q2 2013 and held it in 6 quarters.
  • Boston Private Bank & Trust's Ultratech Inc. position peaked at $21K in Q2 2013.
  • 130 funds tracked by Wall St. Rank held Ultratech Inc. as of Q4 2014.

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