BPBT
ETFC

Boston Private Bank & Trust’s E*Trade Financial Corporation ETFC Stock Holding History

Boston Private Bank & Trust’s Portfolio ETFC Stock Details ETFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-136
Closed -$3K – 1096
2013
Q4 		$3K Buy
+136
New +$2.42K ﹤0.01% 985

Other funds holding ETFC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Boston Private Bank & Trust's ETFC Position: Q1 2014 in Review

Boston Private Bank & Trust sold out of E*Trade Financial Corporation (ETFC) in Q1 2014, closing a stake of 136 shares — an estimated $3K sold.

Boston Private Bank & Trust first reported a position in ETFC in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 328 funds tracked by Wall St. Rank hold ETFC as of Q1 2014.

  • Boston Private Bank & Trust reported no remaining E*Trade Financial Corporation position as of Q1 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 136 E*Trade Financial Corporation shares in Q1 2014, an estimated $3K.
  • Boston Private Bank & Trust first reported a position in E*Trade Financial Corporation in Q4 2013 and held it in 1 quarter.
  • Boston Private Bank & Trust's E*Trade Financial Corporation position peaked at $3K in Q4 2013.
  • 328 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q1 2014.

Based on Boston Private Bank & Trust's 13F filing for Q1 2014, filed 15 Apr 2014.