Boston Private Bank & Trust’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-48,473	Closed	-$2.76M	–	1122
2014 Q4	$2.76M	Hold	48,473	–	–	0.13%	161
2014 Q3	$2.85M	Hold	48,473	–	–	0.14%	153
2014 Q2	$3.01M	Hold	48,473	–	–	0.15%	153
2014 Q1	$2.91M	Sell	48,473 -3,750	-7%	-$220K	0.15%	151
2013 Q4	$3.05M	Buy	52,223 +3,575	+7%	+$212K	0.15%	154
2013 Q3	$2.9M	Hold	48,648	–	–	0.16%	153
2013 Q2	$2.8M	Buy	+48,648	New	+$2.99M	0.16%	150

Other funds holding WIP

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

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

Boston Private Bank & Trust sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2015, closing a stake of 48,473 shares — an estimated $2.76M sold.

Boston Private Bank & Trust first reported a position in WIP in Q2 2013 and held it in 7 quarters. The position peaked at $3.05M in Q4 2013. 106 funds tracked by Wall St. Rank hold WIP as of Q1 2015.

Boston Private Bank & Trust reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2015 after selling out during the quarter.
Boston Private Bank & Trust sold 48,473 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2015, an estimated $2.76M.
Boston Private Bank & Trust first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 7 quarters.
Boston Private Bank & Trust's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $3.05M in Q4 2013.
106 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2015.

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