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Boston Private Bank & Trust’s VanEck BDC Income ETF BIZD Stock Holding History

Boston Private Bank & Trust’s Portfolio BIZD Stock Details BIZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,485
Closed -$31K – 988
2014
Q1 		$31K Buy
+1,485
New +$31.1K ﹤0.01% 677

Other funds holding BIZD

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Boston Private Bank & Trust's BIZD Position: Q2 2014 in Review

Boston Private Bank & Trust sold out of VanEck BDC Income ETF (BIZD) in Q2 2014, closing a stake of 1,485 shares — an estimated $31K sold.

Boston Private Bank & Trust first reported a position in BIZD in Q1 2014 and held it in 1 quarter. The position peaked at $31K in Q1 2014. 19 funds tracked by Wall St. Rank hold BIZD as of Q2 2014.

  • Boston Private Bank & Trust reported no remaining VanEck BDC Income ETF position as of Q2 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 1,485 VanEck BDC Income ETF shares in Q2 2014, an estimated $31K.
  • Boston Private Bank & Trust first reported a position in VanEck BDC Income ETF in Q1 2014 and held it in 1 quarter.
  • Boston Private Bank & Trust's VanEck BDC Income ETF position peaked at $31K in Q1 2014.
  • 19 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2014.

Based on Boston Private Bank & Trust's 13F filing for Q2 2014, filed 15 Jul 2014.