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Boston Private Bank & Trust’s IDEX IEX Stock Holding History

Boston Private Bank & Trust’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$5K Hold
66
– – ﹤0.01% 897
2014
Q4 		$5K Buy
+66
New +$4.92K ﹤0.01% 965

Other funds holding IEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Boston Private Bank & Trust held its IDEX (IEX) position steady in Q1 2015 at 66 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Boston Private Bank & Trust first reported a position in IEX in Q4 2014 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold IEX as of Q1 2015.

  • Boston Private Bank & Trust held 66 shares of IDEX worth $5K as of Q1 2015.
  • Boston Private Bank & Trust left its IDEX share count unchanged in Q1 2015.
  • IDEX made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #897 holding.
  • Boston Private Bank & Trust first reported a position in IDEX in Q4 2014 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held IDEX as of Q1 2015.

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