Boston Private Bank & Trust’s Wells Fargo WFC Stock Holding History

Boston Private Bank & Trust’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$19.7M	Sell	362,097 -1,812	-0.5%	-$97.9K	0.91%	32
2014 Q4	$19.9M	Buy	363,909 +3,948	+1%	+$209K	0.92%	28
2014 Q3	$18.7M	Sell	359,961 -30,214	-8%	-$1.55M	0.91%	29
2014 Q2	$20.5M	Sell	390,175 -4,997	-1%	-$251K	1%	23
2014 Q1	$19.7M	Sell	395,172 -7,282	-2%	-$339K	1%	22
2013 Q4	$18.3M	Buy	402,454 +8,330	+2%	+$360K	0.91%	30
2013 Q3	$16.3M	Sell	394,124 -3,822	-1%	-$163K	0.9%	29
2013 Q2	$16.4M	Buy	+397,946	New	+$15.5M	0.96%	27

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Private Bank & Trust's WFC Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Wells Fargo (WFC) stake by 0.5% in Q1 2015, selling an estimated $97.9K and leaving 362,097 shares worth $19.7M. The position accounts for 0.91% of the portfolio, ranked #32.

Boston Private Bank & Trust first reported a position in WFC in Q2 2013 and has held it in 8 quarters since. The position peaked at $20.5M in Q2 2014. 1,768 funds tracked by Wall St. Rank hold WFC as of Q1 2015.

Boston Private Bank & Trust held 362,097 shares of Wells Fargo worth $19.7M as of Q1 2015.
Boston Private Bank & Trust sold 1,812 Wells Fargo shares in Q1 2015, an estimated $97.9K.
Wells Fargo made up 0.91% of Boston Private Bank & Trust's portfolio in Q1 2015, its #32 holding.
Boston Private Bank & Trust first reported a position in Wells Fargo in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Wells Fargo position peaked at $20.5M in Q2 2014.
1,768 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.