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Boston Private Bank & Trust’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Boston Private Bank & Trust’s Portfolio DIM Stock Details DIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-100
Closed -$6K – 993
2014
Q1 		$6K Buy
+100
New +$5.9K ﹤0.01% 906

Other funds holding DIM

HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Boston Private Bank & Trust sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q2 2014, closing a stake of 100 shares — an estimated $6K sold.

Boston Private Bank & Trust first reported a position in DIM in Q1 2014 and held it in 1 quarter. The position peaked at $6K in Q1 2014. 43 funds tracked by Wall St. Rank hold DIM as of Q2 2014.

  • Boston Private Bank & Trust reported no remaining WisdomTree International MidCap Dividend Fund position as of Q2 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 100 WisdomTree International MidCap Dividend Fund shares in Q2 2014, an estimated $6K.
  • Boston Private Bank & Trust first reported a position in WisdomTree International MidCap Dividend Fund in Q1 2014 and held it in 1 quarter.
  • Boston Private Bank & Trust's WisdomTree International MidCap Dividend Fund position peaked at $6K in Q1 2014.
  • 43 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q2 2014.

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