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Boston Private Bank & Trust’s iShares Floating Rate Bond ETF FLOT Stock Holding History

Boston Private Bank & Trust’s Portfolio FLOT Stock Details FLOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$72K Hold
1,425
– – ﹤0.01% 512
2014
Q4 		$72K Hold
1,425
– – ﹤0.01% 514
2014
Q3 		$72K Buy
1,425
+700
+97% +$35.6K ﹤0.01% 519
2014
Q2 		$37K Hold
725
– – ﹤0.01% 620
2014
Q1 		$37K Buy
+725
New +$36.8K ﹤0.01% 650

Other funds holding FLOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Boston Private Bank & Trust's FLOT Position: Q1 2015 in Review

Boston Private Bank & Trust held its iShares Floating Rate Bond ETF (FLOT) position steady in Q1 2015 at 1,425 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Boston Private Bank & Trust first reported a position in FLOT in Q1 2014 and has held it in 5 quarters since. 214 funds tracked by Wall St. Rank hold FLOT as of Q1 2015.

  • Boston Private Bank & Trust held 1,425 shares of iShares Floating Rate Bond ETF worth $72K as of Q1 2015.
  • Boston Private Bank & Trust left its iShares Floating Rate Bond ETF share count unchanged in Q1 2015.
  • iShares Floating Rate Bond ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #512 holding.
  • Boston Private Bank & Trust first reported a position in iShares Floating Rate Bond ETF in Q1 2014 and has held it in 5 quarters since.
  • 214 funds tracked by Wall St. Rank held iShares Floating Rate Bond ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.