Boston Private Bank & Trust’s iShares Global Healthcare ETF IXJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$83K	Hold	1,540	–	–	﹤0.01%	497
2014 Q4	$77K	Hold	1,540	–	–	﹤0.01%	506
2014 Q3	$76K	Hold	1,540	–	–	﹤0.01%	512
2014 Q2	$72K	Hold	1,540	–	–	﹤0.01%	517
2014 Q1	$70K	Buy	1,540 +280	+22%	+$12.5K	﹤0.01%	535
2013 Q4	$54K	Buy	+1,260	New	+$52.4K	﹤0.01%	575
2013 Q3	–	Sell	-200	Closed	-$7K	–	993
2013 Q2	$7K	Buy	+200	New	+$7.63K	﹤0.01%	819

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

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

Boston Private Bank & Trust held its iShares Global Healthcare ETF (IXJ) position steady in Q1 2015 at 1,540 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Boston Private Bank & Trust first reported a position in IXJ in Q2 2013 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold IXJ as of Q1 2015.

Boston Private Bank & Trust held 1,540 shares of iShares Global Healthcare ETF worth $83K as of Q1 2015.
Boston Private Bank & Trust left its iShares Global Healthcare ETF share count unchanged in Q1 2015.
iShares Global Healthcare ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #497 holding.
Boston Private Bank & Trust first reported a position in iShares Global Healthcare ETF in Q2 2013 and has held it in 7 quarters since.
133 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2015.

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