Boston Private Bank & Trust’s iShares International Select Dividend ETF IDV Stock Holding History

Boston Private Bank & Trust’s Portfolio IDV Stock Details IDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-102	Closed	-$4K	–	1051
2013 Q4	$4K	Hold	102	–	–	﹤0.01%	947
2013 Q3	$4K	Hold	102	–	–	﹤0.01%	889
2013 Q2	$3K	Buy	+102	New	+$3.52K	﹤0.01%	884

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

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

Boston Private Bank & Trust sold out of iShares International Select Dividend ETF (IDV) in Q1 2014, closing a stake of 102 shares — an estimated $4K sold.

Boston Private Bank & Trust first reported a position in IDV in Q2 2013 and held it in 3 quarters. The position peaked at $4K in Q4 2013. 217 funds tracked by Wall St. Rank hold IDV as of Q1 2014.

Boston Private Bank & Trust reported no remaining iShares International Select Dividend ETF position as of Q1 2014 after selling out during the quarter.
Boston Private Bank & Trust sold 102 iShares International Select Dividend ETF shares in Q1 2014, an estimated $4K.
Boston Private Bank & Trust first reported a position in iShares International Select Dividend ETF in Q2 2013 and held it in 3 quarters.
Boston Private Bank & Trust's iShares International Select Dividend ETF position peaked at $4K in Q4 2013.
217 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2014.

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