Boston Private Bank & Trust’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$49K	Hold	875	–	–	﹤0.01%	572
2014 Q4	$50K	Hold	875	–	–	﹤0.01%	577
2014 Q3	$47K	Buy	875 +475	+119%	+$25.5K	﹤0.01%	602
2014 Q2	$22K	Buy	400 +100	+33%	+$5.34K	﹤0.01%	729
2014 Q1	$16K	Buy	300 +100	+50%	+$5.14K	﹤0.01%	781
2013 Q4	$10K	Hold	200	–	–	﹤0.01%	846
2013 Q3	$9K	Sell	200 -100	-33%	-$4.52K	﹤0.01%	820
2013 Q2	$13K	Buy	+300	New	+$12.7K	﹤0.01%	742

Other funds holding XLI

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

Boston Private Bank & Trust held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2015 at 875 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Boston Private Bank & Trust first reported a position in XLI in Q2 2013 and has held it in 8 quarters since. The position peaked at $50K in Q4 2014. 415 funds tracked by Wall St. Rank hold XLI as of Q1 2015.

Boston Private Bank & Trust held 875 shares of State Street Industrial Select Sector SPDR ETF worth $49K as of Q1 2015.
Boston Private Bank & Trust left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2015.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #572 holding.
Boston Private Bank & Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's State Street Industrial Select Sector SPDR ETF position peaked at $50K in Q4 2014.
415 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2015.

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