BOSTON PRIVATE BANK & TRUST CO
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 2,061,007
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 7/15/2014 | 994 | 2,061,007 | 13F-HR | BOSTON PRIVATE BANK & TRUST CO |
| Q1 2014 | 4/15/2014 | 1,018 | 1,973,316 | 13F-HR | BOSTON PRIVATE BANK & TRUST CO |
| Q4 2013 | 1/14/2014 | 1,056 | 2,005,260 | 13F-HR | BOSTON PRIVATE BANK & TRUST CO |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.847 M | 89.6% | 83.66 K | 0 | 83.66 K |
| ETFs | 213 K | 10.3% | 2.889 K | 0 | 2.889 K |
| Debt | 1.142 K | 0.1% | 1.142 K | 0 | 1.142 K |
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Fund Snapshot
Q2 2014
Latest filed
7/15/2014
Total value ($000)
2,061,007
Holdings
994
QoQ value change ($000)
87,691
(4.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.