Boston Private Bank & Trust’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$9.82M	Sell	78,972 -2,017	-2%	-$243K	0.45%	74
2014 Q4	$9.69M	Sell	80,989 -558	-0.7%	-$63.8K	0.45%	73
2014 Q3	$8.92M	Buy	81,547 +46	+0.1%	+$5.26K	0.43%	76
2014 Q2	$9.68M	Sell	81,501 -523	-0.6%	-$59.4K	0.47%	68
2014 Q1	$9.54M	Buy	82,024 +3,713	+5%	+$428K	0.48%	68
2013 Q4	$9.03M	Buy	78,311 +14,571	+23%	+$1.61M	0.45%	72
2013 Q3	$6.79M	Buy	63,740 +15,431	+32%	+$1.6M	0.38%	85
2013 Q2	$4.69M	Buy	+48,309	New	+$4.61M	0.27%	111

Other funds holding IWM

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

BIT

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Boston Private Bank & Trust reduced its iShares Russell 2000 ETF (IWM) stake by 2.5% in Q1 2015, selling an estimated $243K and leaving 78,972 shares worth $9.82M. The position accounts for 0.45% of the portfolio, ranked #74.

Boston Private Bank & Trust first reported a position in IWM in Q2 2013 and has held it in 8 quarters since. 865 funds tracked by Wall St. Rank hold IWM as of Q1 2015.

Boston Private Bank & Trust held 78,972 shares of iShares Russell 2000 ETF worth $9.82M as of Q1 2015.
Boston Private Bank & Trust sold 2,017 iShares Russell 2000 ETF shares in Q1 2015, an estimated $243K.
iShares Russell 2000 ETF made up 0.45% of Boston Private Bank & Trust's portfolio in Q1 2015, its #74 holding.
Boston Private Bank & Trust first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 8 quarters since.
865 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2015.

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