BOSTON PRIVATE BANK & TRUST CO: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOSTON PRIVATE BANK & TRUST CO on XLE, newest first. How the timeline and the estimate are built.

BOSTON PRIVATE BANK & TRUST CO held 4,646 XLE shares at 2015-03-31 per its 13F-HR filed 2015-04-09.

the latest 13F is the newest step

period ended2015-03-31
13F 4,646 shares
Change vs previous 13F -2,500 shares
0.02% of the 13F portfolio, value $360,000.
13F-HR 0001172928-15-000003 filed by BOSTON PRIVATE BANK & TRUST CO
Filed 2015-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:16:30 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2014-12-31
13F 7,146 shares
Change vs previous 13F +3,718 shares
0.03% of the 13F portfolio, value $566,000.
13F-HR 0001172928-15-000001 filed by BOSTON PRIVATE BANK & TRUST CO
Filed 2015-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 19:17:13 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2014-09-30
13F 3,428 shares
Change vs previous 13F -6,543 shares
0.02% of the 13F portfolio, value $311,000.
13F-HR 0001172928-14-000007 filed by BOSTON PRIVATE BANK & TRUST CO
Filed 2014-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:26:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2014-06-30
13F 9,971 shares
Change vs previous 13F +6,906 shares
0.05% of the 13F portfolio, value $998,000.
13F-HR 0001172928-14-000006 filed by BOSTON PRIVATE BANK & TRUST CO
Filed 2014-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:34:04 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2014-03-31
13F 3,065 shares
Change vs previous 13F 0 shares
0.01% of the 13F portfolio, value $273,000.
13F-HR 0001172928-14-000004 filed by BOSTON PRIVATE BANK & TRUST CO
Filed 2014-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:42:28 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2013-12-31
13F 3,065 shares
Change vs previous 13F -25 shares
0.01% of the 13F portfolio, value $271,000.
13F-HR 0001172928-14-000002 filed by BOSTON PRIVATE BANK & TRUST CO
Filed 2014-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:53:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2013-09-30
13F 3,090 shares
Change vs previous 13F -1,034 shares
0.01% of the 13F portfolio, value $256,000.
13F-HR 0001172928-13-000010 filed by BOSTON PRIVATE BANK & TRUST CO
Filed 2013-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 20:02:22 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2013-06-30
13F 4,124 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $323,000.
13F-HR 0001172928-13-000008 filed by BOSTON PRIVATE BANK & TRUST CO
Filed 2013-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:59:42 UTC
Acceptance time not in the bulk data set (spec §4.2).