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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$320K	Buy	7,404 +396	+6%	+$16.8K	0.01%	340
2014 Q4	$293K	Hold	7,008	–	–	0.01%	352
2014 Q3	$277K	Buy	7,008 +440	+7%	+$17.7K	0.01%	355
2014 Q2	$267K	Hold	6,568	–	–	0.01%	361
2014 Q1	$254K	Hold	6,568	–	–	0.01%	372
2013 Q4	$246K	Buy	6,568 +1,276	+24%	+$46.1K	0.01%	370
2013 Q3	$184K	Buy	5,292 +4,292	+429%	+$147K	0.01%	389
2013 Q2	$32K	Buy	+1,000	New	+$32.4K	﹤0.01%	604

Other funds holding IWR

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

TCT

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

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

Boston Private Bank & Trust increased its iShares Russell Mid-Cap ETF (IWR) stake by 5.7% in Q1 2015, buying an estimated $16.8K and bringing the position to 7,404 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #340.

Boston Private Bank & Trust first reported a position in IWR in Q2 2013 and has held it in 8 quarters since. 448 funds tracked by Wall St. Rank hold IWR as of Q1 2015.

Boston Private Bank & Trust held 7,404 shares of iShares Russell Mid-Cap ETF worth $320K as of Q1 2015.
Boston Private Bank & Trust bought 396 iShares Russell Mid-Cap ETF shares in Q1 2015, an estimated $16.8K.
iShares Russell Mid-Cap ETF made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #340 holding.
Boston Private Bank & Trust first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 8 quarters since.
448 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2015.

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