Boston Private Bank & Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$1.73M	Sell	60,588 -1,000	-2%	-$28.4K	0.08%	197
2014 Q4	$1.72M	Hold	61,588	–	–	0.08%	195
2014 Q3	$1.65M	Buy	61,588 +13,496	+28%	+$360K	0.08%	197
2014 Q2	$1.26M	Hold	48,092	–	–	0.06%	218
2014 Q1	$1.2M	Sell	48,092 -1,840	-4%	-$45.5K	0.06%	223
2013 Q4	$1.23M	Buy	49,932 +9,600	+24%	+$226K	0.06%	219
2013 Q3	$901K	Sell	40,332 -4,800	-11%	-$106K	0.05%	239
2013 Q2	$948K	Buy	+45,132	New	+$957K	0.06%	229

Other funds holding IVW

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Boston Private Bank & Trust reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.6% in Q1 2015, selling an estimated $28.4K and leaving 60,588 shares worth $1.73M. The position accounts for 0.08% of the portfolio, ranked #197.

Boston Private Bank & Trust first reported a position in IVW in Q2 2013 and has held it in 8 quarters since. 409 funds tracked by Wall St. Rank hold IVW as of Q1 2015.

Boston Private Bank & Trust held 60,588 shares of iShares S&P 500 Growth ETF worth $1.73M as of Q1 2015.
Boston Private Bank & Trust sold 1,000 iShares S&P 500 Growth ETF shares in Q1 2015, an estimated $28.4K.
iShares S&P 500 Growth ETF made up 0.08% of Boston Private Bank & Trust's portfolio in Q1 2015, its #197 holding.
Boston Private Bank & Trust first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 8 quarters since.
409 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2015.

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