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Boston Private Bank & Trust’s VanEck Natural Resources ETF HAP Stock Holding History

Boston Private Bank & Trust’s Portfolio HAP Stock Details HAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-200
Closed -$7K – 1047
2013
Q4 		$7K Hold
200
– – ﹤0.01% 889
2013
Q3 		$7K Hold
200
– – ﹤0.01% 846
2013
Q2 		$7K Buy
+200
New +$7.06K ﹤0.01% 818

Other funds holding HAP

TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
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
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BOS
Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

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

Boston Private Bank & Trust sold out of VanEck Natural Resources ETF (HAP) in Q1 2014, closing a stake of 200 shares — an estimated $7K sold.

Boston Private Bank & Trust first reported a position in HAP in Q2 2013 and held it in 3 quarters. The position peaked at $7K in Q4 2013. 21 funds tracked by Wall St. Rank hold HAP as of Q1 2014.

  • Boston Private Bank & Trust reported no remaining VanEck Natural Resources ETF position as of Q1 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 200 VanEck Natural Resources ETF shares in Q1 2014, an estimated $7K.
  • Boston Private Bank & Trust first reported a position in VanEck Natural Resources ETF in Q2 2013 and held it in 3 quarters.
  • Boston Private Bank & Trust's VanEck Natural Resources ETF position peaked at $7K in Q4 2013.
  • 21 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q1 2014.

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