Segment Wealth Management’s Boston Properties BXP Stock Holding History

Segment Wealth Management’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	-1,818	Closed	-$248K	–	176
2016 Q3	$248K	Hold	1,818	–	–	0.1%	132
2016 Q2	$240K	Sell	1,818 -1,800	-50%	-$231K	0.1%	128
2016 Q1	$460K	Hold	3,618	–	–	0.17%	95
2015 Q4	$461K	Sell	3,618 -226	-6%	-$28.1K	0.17%	96
2015 Q3	$455K	Hold	3,844	–	–	0.17%	96
2015 Q2	$465K	Hold	3,844	–	–	0.16%	96
2015 Q1	$540K	Hold	3,844	–	–	0.18%	95
2014 Q4	$495K	Sell	3,844 -200	-5%	-$25.3K	0.19%	89
2014 Q3	$468K	Hold	4,044	–	–	0.18%	103
2014 Q2	$478K	Buy	4,044 +626	+18%	+$73.9K	0.19%	109
2014 Q1	$391K	Hold	3,418	–	–	0.18%	107
2013 Q4	$343K	Hold	3,418	–	–	0.17%	109
2013 Q3	$365K	Buy	+3,418	New	+$362K	0.2%	101

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

Segment Wealth Management's BXP Position: Q4 2016 in Review

Segment Wealth Management sold out of Boston Properties (BXP) in Q4 2016, closing a stake of 1,818 shares — an estimated $248K sold.

Segment Wealth Management first reported a position in BXP in Q3 2013 and held it in 13 quarters. The position peaked at $540K in Q1 2015. 465 funds tracked by Wall St. Rank hold BXP as of Q4 2016.

Segment Wealth Management reported no remaining Boston Properties position as of Q4 2016 after selling out during the quarter.
Segment Wealth Management sold 1,818 Boston Properties shares in Q4 2016, an estimated $248K.
Segment Wealth Management first reported a position in Boston Properties in Q3 2013 and held it in 13 quarters.
Segment Wealth Management's Boston Properties position peaked at $540K in Q1 2015.
465 funds tracked by Wall St. Rank held Boston Properties as of Q4 2016.

Based on Segment Wealth Management's 13F filing for Q4 2016, filed 6 Feb 2017.