Legacy Private Trust’s Boston Scientific BSX Stock Holding History

Legacy Private Trust’s Portfolio BSX Stock Details BSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-7,636	Closed	-$212K	–	238
2017 Q2	$212K	Sell	7,636 -4,260	-36%	-$113K	0.03%	222
2017 Q1	$296K	Hold	11,896	–	–	0.04%	211
2016 Q4	$257K	Sell	11,896 -5,834	-33%	-$127K	0.03%	217
2016 Q3	$422K	Sell	17,730 -3,650	-17%	-$87.1K	0.06%	186
2016 Q2	$500K	Sell	21,380 -220	-1%	-$4.76K	0.07%	166
2016 Q1	$406K	Sell	21,600 -37,680	-64%	-$662K	0.06%	181
2015 Q4	$1.09M	Buy	59,280 +36,160	+156%	+$648K	0.17%	126
2015 Q3	$379K	Sell	23,120 -7,720	-25%	-$132K	0.06%	193
2015 Q2	$546K	Sell	30,840 -4,360	-12%	-$77.9K	0.08%	182
2015 Q1	$625K	Sell	35,200 -4,260	-11%	-$67.3K	0.09%	174
2014 Q4	$523K	Buy	39,460 +17,700	+81%	+$226K	0.08%	188
2014 Q3	$257K	Buy	21,760 +9,600	+79%	+$121K	0.04%	222
2014 Q2	$155K	Buy	+12,160	New	+$158K	0.02%	253

Other funds holding BSX

Fidelity Investments

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

Capital World Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return