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Boston Private Bank & Trust’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Boston Private Bank & Trust’s Portfolio EWU Stock Details EWU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,333
Closed -$52K – 1062
2013
Q3 		$52K Buy
+1,333
New +$50.7K ﹤0.01% 552

Other funds holding EWU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Boston Private Bank & Trust's EWU Position: Q4 2013 in Review

Boston Private Bank & Trust sold out of iShares MSCI United Kingdom ETF (EWU) in Q4 2013, closing a stake of 1,333 shares — an estimated $52K sold.

Boston Private Bank & Trust first reported a position in EWU in Q3 2013 and held it in 1 quarter. The position peaked at $52K in Q3 2013. 161 funds tracked by Wall St. Rank hold EWU as of Q4 2013.

  • Boston Private Bank & Trust reported no remaining iShares MSCI United Kingdom ETF position as of Q4 2013 after selling out during the quarter.
  • Boston Private Bank & Trust sold 1,333 iShares MSCI United Kingdom ETF shares in Q4 2013, an estimated $52K.
  • Boston Private Bank & Trust first reported a position in iShares MSCI United Kingdom ETF in Q3 2013 and held it in 1 quarter.
  • Boston Private Bank & Trust's iShares MSCI United Kingdom ETF position peaked at $52K in Q3 2013.
  • 161 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q4 2013.

Based on Boston Private Bank & Trust's 13F filing for Q4 2013, filed 14 Jan 2014.