Boston Private Bank & Trust’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-5,500	Closed	-$606K	–	1052
2014 Q2	$606K	Hold	5,500	–	–	0.03%	273
2014 Q1	$576K	Hold	5,500	–	–	0.03%	271
2013 Q4	$567K	Hold	5,500	–	–	0.03%	274
2013 Q3	$518K	Hold	5,500	–	–	0.03%	274
2013 Q2	$495K	Buy	+5,500	New	+$493K	0.03%	272

Other funds holding IWB

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Boston Private Bank & Trust's IWB Position: Q3 2014 in Review

Boston Private Bank & Trust sold out of iShares Russell 1000 ETF (IWB) in Q3 2014, closing a stake of 5,500 shares — an estimated $606K sold.

Boston Private Bank & Trust first reported a position in IWB in Q2 2013 and held it in 5 quarters. The position peaked at $606K in Q2 2014. 335 funds tracked by Wall St. Rank hold IWB as of Q3 2014.

Boston Private Bank & Trust reported no remaining iShares Russell 1000 ETF position as of Q3 2014 after selling out during the quarter.
Boston Private Bank & Trust sold 5,500 iShares Russell 1000 ETF shares in Q3 2014, an estimated $606K.
Boston Private Bank & Trust first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 5 quarters.
Boston Private Bank & Trust's iShares Russell 1000 ETF position peaked at $606K in Q2 2014.
335 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2014.

Based on Boston Private Bank & Trust's 13F filing for Q3 2014, filed 9 Oct 2014.