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Boston Private Bank & Trust’s First Trust Dow Jones Internet Index Fund ETF FDN Stock Holding History

Boston Private Bank & Trust’s Portfolio FDN Stock Details FDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-648
Closed -$38K – 1002
2014
Q1 		$38K Buy
+648
New +$39.9K ﹤0.01% 645

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

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

Boston Private Bank & Trust sold out of First Trust Dow Jones Internet Index Fund ETF (FDN) in Q2 2014, closing a stake of 648 shares — an estimated $38K sold.

Boston Private Bank & Trust first reported a position in FDN in Q1 2014 and held it in 1 quarter. The position peaked at $38K in Q1 2014. 119 funds tracked by Wall St. Rank hold FDN as of Q2 2014.

  • Boston Private Bank & Trust reported no remaining First Trust Dow Jones Internet Index Fund ETF position as of Q2 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 648 First Trust Dow Jones Internet Index Fund ETF shares in Q2 2014, an estimated $38K.
  • Boston Private Bank & Trust first reported a position in First Trust Dow Jones Internet Index Fund ETF in Q1 2014 and held it in 1 quarter.
  • Boston Private Bank & Trust's First Trust Dow Jones Internet Index Fund ETF position peaked at $38K in Q1 2014.
  • 119 funds tracked by Wall St. Rank held First Trust Dow Jones Internet Index Fund ETF as of Q2 2014.

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