Boston Private Bank & Trust’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$339K	Hold	5,216	–	–	0.02%	336
2014 Q4	$319K	Sell	5,216 -1,000	-16%	-$58.6K	0.01%	344
2014 Q3	$350K	Sell	6,216 -110	-2%	-$6.42K	0.02%	334
2014 Q2	$382K	Hold	6,326	–	–	0.02%	323
2014 Q1	$376K	Sell	6,326 -52	-0.8%	-$3.06K	0.02%	323
2013 Q4	$378K	Hold	6,378	–	–	0.02%	319
2013 Q3	$346K	Hold	6,378	–	–	0.02%	314
2013 Q2	$309K	Buy	+6,378	New	+$304K	0.02%	319

Other funds holding IJT

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Boston Private Bank & Trust held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2015 at 5,216 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #336.

Boston Private Bank & Trust first reported a position in IJT in Q2 2013 and has held it in 8 quarters since. The position peaked at $382K in Q2 2014. 255 funds tracked by Wall St. Rank hold IJT as of Q1 2015.

Boston Private Bank & Trust held 5,216 shares of iShares S&P Small-Cap 600 Growth ETF worth $339K as of Q1 2015.
Boston Private Bank & Trust left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2015.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of Boston Private Bank & Trust's portfolio in Q1 2015, its #336 holding.
Boston Private Bank & Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's iShares S&P Small-Cap 600 Growth ETF position peaked at $382K in Q2 2014.
255 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2015.

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