Boston Private Bank & Trust’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$7.37M	Sell	242,545 -745	-0.3%	-$22K	0.34%	94
2014 Q4	$7.05M	Sell	243,290 -16,325	-6%	-$459K	0.33%	99
2014 Q3	$7.1M	Buy	259,615 +10,040	+4%	+$283K	0.35%	92
2014 Q2	$7.14M	Sell	249,575 -14,880	-6%	-$409K	0.35%	90
2014 Q1	$7.27M	Sell	264,455 -222,870	-46%	-$6M	0.37%	87
2013 Q4	$13M	Sell	487,325 -57,675	-11%	-$1.49M	0.65%	53
2013 Q3	$13.5M	Sell	545,000 -41,655	-7%	-$1.02M	0.75%	38
2013 Q2	$13.6M	Buy	+586,655	New	+$13.6M	0.79%	35

Other funds holding IJH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Boston Private Bank & Trust reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.31% in Q1 2015, selling an estimated $22K and leaving 242,545 shares worth $7.37M. The position accounts for 0.34% of the portfolio, ranked #94.

Boston Private Bank & Trust first reported a position in IJH in Q2 2013 and has held it in 8 quarters since. The position peaked at $13.6M in Q2 2013. 624 funds tracked by Wall St. Rank hold IJH as of Q1 2015.

Boston Private Bank & Trust held 242,545 shares of iShares Core S&P Mid-Cap ETF worth $7.37M as of Q1 2015.
Boston Private Bank & Trust sold 745 iShares Core S&P Mid-Cap ETF shares in Q1 2015, an estimated $22K.
iShares Core S&P Mid-Cap ETF made up 0.34% of Boston Private Bank & Trust's portfolio in Q1 2015, its #94 holding.
Boston Private Bank & Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's iShares Core S&P Mid-Cap ETF position peaked at $13.6M in Q2 2013.
624 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2015.

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