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Boston Private Bank & Trust’s W.R. Berkley WRB Stock Holding History

Boston Private Bank & Trust’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$2K Hold
149
– – ﹤0.01% 977
2014
Q4 		$2K Buy
+149
New +$2.24K ﹤0.01% 1054

Other funds holding WRB

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Boston Private Bank & Trust held its W.R. Berkley (WRB) position steady in Q1 2015 at 149 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Boston Private Bank & Trust first reported a position in WRB in Q4 2014 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold WRB as of Q1 2015.

  • Boston Private Bank & Trust held 149 shares of W.R. Berkley worth $2K as of Q1 2015.
  • Boston Private Bank & Trust left its W.R. Berkley share count unchanged in Q1 2015.
  • W.R. Berkley made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #977 holding.
  • Boston Private Bank & Trust first reported a position in W.R. Berkley in Q4 2014 and has held it in 2 quarters since.
  • 341 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2015.

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