0001626116-15-000006.txt : 20150813
0001626116-15-000006.hdr.sgml : 20150813
20150813113018
ACCESSION NUMBER: 0001626116-15-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150630
FILED AS OF DATE: 20150813
DATE AS OF CHANGE: 20150813
EFFECTIVENESS DATE: 20150813
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BOSTON PRIVATE WEALTH LLC
CENTRAL INDEX KEY: 0001626116
IRS NUMBER: 471618476
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16447
FILM NUMBER: 151049468
BUSINESS ADDRESS:
STREET 1: ONE FEDERAL STREET
STREET 2: 30TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02110
BUSINESS PHONE: 617-223-0200
MAIL ADDRESS:
STREET 1: ONE FEDERAL STREET
STREET 2: 30TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02110
FORMER COMPANY:
FORMER CONFORMED NAME: BP WEALTH MANAGEMENT, LLC
DATE OF NAME CHANGE: 20141120
13F-HR
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06-30-2015
06-30-2015
BOSTON PRIVATE WEALTH LLC
ONE FEDERAL STREET
30TH FLOOR
BOSTON
MA
02110
13F HOLDINGS REPORT
028-16447
N
LAURI B LONDON
CHIEF COMPLIANCE OFFICER
561-630-4600
LAURI B LONDON
PALM BEACH GARDENS
FL
08-13-2015
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CAMBIAR INVESTORS LLC
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028-00454
NEUBERGER BERMAN LLC /ADV
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028-01669
PINNACLE ASSOCIATES LTD
INFORMATION TABLE
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COM
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Emerson Electric
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Enable Midstream Partners
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Evercore Partners
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Eversource Energy
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Exelon Corp
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F5 Networks
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FedEx
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Fluor Corp
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Franklin Resources
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Freeport McMoran
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Fresenius Medical Care Ag & Co
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Frontier Communications
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Gannett Co.
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General Electric
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Gentex Corp.
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Genuine Parts
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Gilead Sciences
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GlaxoSmithKline
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Global Brands Group
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Global Technologies
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Goldman Sachs
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Google Class A
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Google Class A
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Google Class A
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Graco
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Grainger W W
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Greenhill & Co
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Grupo Televisa
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Halliburton
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Harris Corp
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Hartford Financial
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HCC Ins Hldgs
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HDFC Bank Ltd
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Health Care Property Investors
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Hologic
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Home Depot
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Home Properties
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Honda Motor
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Honeywell International
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Hormel Foods Corp
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Illinois Tool Works
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Illumina
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Immunomedics
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Ingersoll Rand Plc
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Intuit
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Invesco
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ITT Corp Com
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Jetblue Airways Corp.
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Johnson & Johnson
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Kansas City Southern
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Keweenaw Land Association Ltd.
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Kinder Morgan
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KLA-Tencor
COM
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Kohl's
COM
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Komatsu Ltd
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500458401
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Kraft Foods
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Solarcity
COM
83416T100
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SOLE
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Solarcity
COM
83416T100
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31500
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Southern
COM
842587107
593
14145
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SOLE
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Southwestern Energy
COM
845467109
255
11207
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SOLE
2000
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Spectra Energy
COM
847560109
4207
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Spectra Energy
COM
847560109
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300
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300
Spectra Energy Partners LP
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Spectra Energy Partners LP
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84756n109
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550
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Sprint
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SOLE
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St. Jude Medical Inc.
COM
790849103
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SOLE
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Stanley Black & Decker
COM
854502101
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11253
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SOLE
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20
Staples
COM
855030102
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SOLE
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Starbucks
COM
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SOLE
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Starbucks
COM
855244109
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Starwood Hotels & Resorts
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State Street Corp
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Steel Dynamics
COM
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Stericycle Inc. Com
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858912108
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Stratasys
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Stryker
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Stryker
COM
863667101
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Sumitomo Chemicals
COM
865612105
780
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Sumitomo Mitsui Sponsored ADR
COM
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Sunoco Logistics Partners
COM
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Symantec
COM
871503108
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Synchrony Financial
COM
87165B103
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Synchrony Financial
COM
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Syngenta
COM
87160A100
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Synopsis
COM
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Sysco
COM
871829107
525
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T-Mobile
COM
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542
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T Rowe Price Group
COM
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SOLE
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Tanger Factory Outlet
COM
875465106
221
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Targa Resources
COM
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Target
COM
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TE Connectivity
COM
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Techtronic Inds Ltd Sponsored
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87873R101
540
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Teekay Corp
COM
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TEGNA Inc.
COM
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TEGNA Inc.
COM
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Tejon Ranch
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879080109
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Teva Pharm
COM
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668
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Texas Instruments
COM
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Texas Instruments
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The Fresh Market
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The Hershey Company
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The TJX Companies
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The TJX Companies
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872540109
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The TJX Companies
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The Travelers Companies
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The Williams Companies
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The Williams Companies
COM
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500
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500
The Williams Companies
COM
969457100
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350
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DFND
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350
Theglobe.Com
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88335r101
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SOLE
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Thermo Fisher Scientific
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883556102
710
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Tiffany & Co
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886547108
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Time Warner
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Time Warner Cable
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TITAN MEDICAL INC
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Tokio Marine Hldgs
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889094108
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Toll Brothers
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273
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Toronto Dominion
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SOLE
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Total SA
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Total System Services
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Toyota Motor
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790
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Transdigm Group
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893641100
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Tristate Capital Hldgs Inc
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89678F100
170
13125
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SOLE
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Tupperware Brands
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899896104
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Twitter
COM
90184L102
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Tyson Foods
COM
902494103
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UBS Group AG
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H42097107
613
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ULTA
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90384s303
340
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Under Armour
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904311107
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Unilever
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Union Pacific
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Union Pacific
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Union Pacific
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United Continental Hldgs
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United Parcel Service
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United Parcel Service
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United Parcel Service
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United Parcel Service
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United Rentals
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911363109
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United Technologies
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United Technologies
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UnitedHealth
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UnitedHealth
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US Bancorp
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US Bancorp
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UST GLOBAL PRIVATE MARKETS FUN
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856644885
410
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V.F. Corp
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V.F. Corp
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Valero Energy
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Valero Energy
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91913Y100
79
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Validus Holdings
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G9319H102
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Valley National Bancorp
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919794107
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Ventas
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Verizon
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Verizon
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Verizon
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Vertex Pharmaceuticals
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Viacom
COM
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Vical Inc.
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925602104
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Visa
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Visa
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Vodafone
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92857W308
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VUBOTICS INC RES
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92909l102
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Vulcan Materials Co.
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W.P. Carey LLC
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Walgreens Boots Alliance
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Walmart
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Walmart
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Walt Disney
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Walt Disney
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290
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290
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Walt Disney
COM
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Walt Disney
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254687106
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Waste Connections
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Waste Management
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Waste Management
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Weatherford International
COM
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349
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WEC Energy Corp
COM
92939u106
356
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497
Wells Fargo
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Wells Fargo
COM
949746101
57
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Wells Fargo
COM
949746101
97
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Western Digital Corp Del
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Western Digital Corp Del
COM
958102105
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Westwind Finl Svcs
COM
961731106
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57000
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Whiting Pete Corp
COM
966387102
765
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13221
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Whole Foods Market
COM
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Willis Group Holdings
COM
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909
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Willis Group Holdings
COM
g96666105
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545
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03
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545
WNS Holdings Ltd. ADS
COM
92932M101
773
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27940
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Wyndham Worldwide
COM
98310W108
1828
22314
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SOLE
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107
Xylem Inc
COM
98419M100
326
8795
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Yahoo! Inc Com
COM
984332106
487
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SOLE
12030
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Yamana Gold
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41
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13520
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Yandex NV
COM
N97284108
1099
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SOLE
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Yum! Brands
COM
988498101
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Zimmer Holdings
COM
98956P102
6278
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55383
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2088
Ziopharm Oncology
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98973p101
120
10000
SH
SOLE
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10000
Zoetis
COM
98978V103
1323
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1848
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SPDR S&P 500
COM
78462F103
1338
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SPDR S&P 500
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78462F103
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28242
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