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Boston Private Bank & Trust’s iShares Global Tech ETF IXN Stock Holding History

Boston Private Bank & Trust’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$11K Hold
690
– – ﹤0.01% 809
2014
Q4 		$11K Hold
690
– – ﹤0.01% 845
2014
Q3 		$11K Buy
+690
New +$10.5K ﹤0.01% 855
2013
Q3 		– Sell
-600
Closed -$7K – 994
2013
Q2 		$7K Buy
+600
New +$7.12K ﹤0.01% 820

Other funds holding IXN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Boston Private Bank & Trust held its iShares Global Tech ETF (IXN) position steady in Q1 2015 at 690 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Boston Private Bank & Trust first reported a position in IXN in Q2 2013 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold IXN as of Q1 2015.

  • Boston Private Bank & Trust held 690 shares of iShares Global Tech ETF worth $11K as of Q1 2015.
  • Boston Private Bank & Trust left its iShares Global Tech ETF share count unchanged in Q1 2015.
  • iShares Global Tech ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #809 holding.
  • Boston Private Bank & Trust first reported a position in iShares Global Tech ETF in Q2 2013 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2015.

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