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Boston Private Bank & Trust’s iShares MSCI Canada ETF EWC Stock Holding History

Boston Private Bank & Trust’s Portfolio EWC Stock Details EWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-6,400
Closed -$196K – 1164
2014
Q3 		$196K Hold
6,400
– – 0.01% 399
2014
Q2 		$206K Hold
6,400
– – 0.01% 390
2014
Q1 		$189K Sell
6,400
-100
-2% -$2.88K 0.01% 401
2013
Q4 		$190K Buy
6,500
+100
+2% +$2.89K 0.01% 400
2013
Q3 		$181K Hold
6,400
– – 0.01% 391
2013
Q2 		$167K Buy
+6,400
New +$176K 0.01% 383

Other funds holding EWC

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Boston Private Bank & Trust's EWC Position: Q4 2014 in Review

Boston Private Bank & Trust sold out of iShares MSCI Canada ETF (EWC) in Q4 2014, closing a stake of 6,400 shares — an estimated $196K sold.

Boston Private Bank & Trust first reported a position in EWC in Q2 2013 and held it in 6 quarters. The position peaked at $206K in Q2 2014. 252 funds tracked by Wall St. Rank hold EWC as of Q4 2014.

  • Boston Private Bank & Trust reported no remaining iShares MSCI Canada ETF position as of Q4 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 6,400 iShares MSCI Canada ETF shares in Q4 2014, an estimated $196K.
  • Boston Private Bank & Trust first reported a position in iShares MSCI Canada ETF in Q2 2013 and held it in 6 quarters.
  • Boston Private Bank & Trust's iShares MSCI Canada ETF position peaked at $206K in Q2 2014.
  • 252 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2014.

Based on Boston Private Bank & Trust's 13F filing for Q4 2014, filed 12 Jan 2015.