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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$202K	Sell	1,335 -100	-7%	-$14.6K	0.01%	394
2014 Q4	$204K	Sell	1,435 -100	-7%	-$13.5K	0.01%	394
2014 Q3	$199K	Hold	1,535	–	–	0.01%	396
2014 Q2	$212K	Sell	1,535 -75	-5%	-$9.86K	0.01%	389
2014 Q1	$219K	Hold	1,610	–	–	0.01%	387
2013 Q4	$218K	Buy	1,610 +785	+95%	+$102K	0.01%	384
2013 Q3	$104K	Hold	825	–	–	0.01%	467
2013 Q2	$92K	Buy	+825	New	+$90.1K	0.01%	464

Other funds holding IWO

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Boston Private Bank & Trust reduced its iShares Russell 2000 Growth ETF (IWO) stake by 7% in Q1 2015, selling an estimated $14.6K and leaving 1,335 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #394.

Boston Private Bank & Trust first reported a position in IWO in Q2 2013 and has held it in 8 quarters since. The position peaked at $219K in Q1 2014. 400 funds tracked by Wall St. Rank hold IWO as of Q1 2015.

Boston Private Bank & Trust held 1,335 shares of iShares Russell 2000 Growth ETF worth $202K as of Q1 2015.
Boston Private Bank & Trust sold 100 iShares Russell 2000 Growth ETF shares in Q1 2015, an estimated $14.6K.
iShares Russell 2000 Growth ETF made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #394 holding.
Boston Private Bank & Trust first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's iShares Russell 2000 Growth ETF position peaked at $219K in Q1 2014.
400 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2015.

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