GW & Wade’s Boston Properties BXP Stock Holding History

GW & Wade’s Portfolio BXP Stock Details BXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,534	Closed	-$345K	–	230
2016 Q3	$345K	Buy	2,534 +739	+41%	+$103K	0.06%	155
2016 Q2	$237K	Buy	+1,795	New	+$230K	0.04%	202

Other funds holding BXP

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

BIT

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GW & Wade's BXP Position: Q4 2016 in Review

GW & Wade sold out of Boston Properties (BXP) in Q4 2016, closing a stake of 2,534 shares — an estimated $345K sold.

GW & Wade first reported a position in BXP in Q2 2016 and held it in 2 quarters. The position peaked at $345K in Q3 2016. 465 funds tracked by Wall St. Rank hold BXP as of Q4 2016.

GW & Wade reported no remaining Boston Properties position as of Q4 2016 after selling out during the quarter.
GW & Wade sold 2,534 Boston Properties shares in Q4 2016, an estimated $345K.
GW & Wade first reported a position in Boston Properties in Q2 2016 and held it in 2 quarters.
GW & Wade's Boston Properties position peaked at $345K in Q3 2016.
465 funds tracked by Wall St. Rank held Boston Properties as of Q4 2016.

Based on GW & Wade's 13F filing for Q4 2016, filed 25 Jan 2017.