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Boston Private Bank & Trust’s Invesco Senior Loan ETF BKLN Stock Holding History

Boston Private Bank & Trust’s Portfolio BKLN Stock Details BKLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$48K Hold
2,000
– – ﹤0.01% 573
2014
Q4 		$48K Buy
+2,000
New +$48.4K ﹤0.01% 586

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TD Asset Management
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QI
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IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Franklin Resources
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Private Bank & Trust's BKLN Position: Q1 2015 in Review

Boston Private Bank & Trust held its Invesco Senior Loan ETF (BKLN) position steady in Q1 2015 at 2,000 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Boston Private Bank & Trust first reported a position in BKLN in Q4 2014 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold BKLN as of Q1 2015.

  • Boston Private Bank & Trust held 2,000 shares of Invesco Senior Loan ETF worth $48K as of Q1 2015.
  • Boston Private Bank & Trust left its Invesco Senior Loan ETF share count unchanged in Q1 2015.
  • Invesco Senior Loan ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #573 holding.
  • Boston Private Bank & Trust first reported a position in Invesco Senior Loan ETF in Q4 2014 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.