BPBT
Boston Private Bank & Trust’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $19.7M | Sell |
362,097
-1,812
| -0.5% | -$98.6K | 0.91% | 32 |
|
|
2014
Q4 | $20M | Buy |
363,909
+3,948
| +1% | +$216K | 0.92% | 28 |
|
|
2014
Q3 | $18.7M | Sell |
359,961
-30,214
| -8% | -$1.57M | 0.91% | 29 |
|
|
2014
Q2 | $20.5M | Sell |
390,175
-4,997
| -1% | -$263K | 1% | 23 |
|
|
2014
Q1 | $19.7M | Sell |
395,172
-7,282
| -2% | -$362K | 1% | 22 |
|
|
2013
Q4 | $18.3M | Buy |
402,454
+8,330
| +2% | +$378K | 0.91% | 30 |
|
|
2013
Q3 | $16.3M | Sell |
394,124
-3,822
| -1% | -$158K | 0.9% | 29 |
|
|
2013
Q2 | $16.4M | Buy |
+397,946
| New | +$16.4M | 0.96% | 27 |
|