Boston Private Bank & Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$417K	Buy	8,512 +412	+5%	+$19.7K	0.02%	312
2014 Q4	$378K	Hold	8,100	–	–	0.02%	331
2014 Q3	$358K	Hold	8,100	–	–	0.02%	330
2014 Q2	$363K	Hold	8,100	–	–	0.02%	327
2014 Q1	$347K	Sell	8,100 -360	-4%	-$15.3K	0.02%	335
2013 Q4	$357K	Hold	8,460	–	–	0.02%	330
2013 Q3	$331K	Buy	8,460 +180	+2%	+$6.86K	0.02%	317
2013 Q2	$297K	Buy	+8,280	New	+$296K	0.02%	324

Other funds holding IWP

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

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

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

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Boston Private Bank & Trust increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.1% in Q1 2015, buying an estimated $19.7K and bringing the position to 8,512 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #312.

Boston Private Bank & Trust first reported a position in IWP in Q2 2013 and has held it in 8 quarters since. 330 funds tracked by Wall St. Rank hold IWP as of Q1 2015.

Boston Private Bank & Trust held 8,512 shares of iShares Russell Mid-Cap Growth ETF worth $417K as of Q1 2015.
Boston Private Bank & Trust bought 412 iShares Russell Mid-Cap Growth ETF shares in Q1 2015, an estimated $19.7K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Boston Private Bank & Trust's portfolio in Q1 2015, its #312 holding.
Boston Private Bank & Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 8 quarters since.
330 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2015.

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