Boston Private Bank & Trust’s iShares US Healthcare ETF IYH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$69K	Hold	2,225	–	–	﹤0.01%	514
2014 Q4	$64K	Hold	2,225	–	–	﹤0.01%	527
2014 Q3	$60K	Hold	2,225	–	–	﹤0.01%	550
2014 Q2	$57K	Hold	2,225	–	–	﹤0.01%	550
2014 Q1	$55K	Hold	2,225	–	–	﹤0.01%	575
2013 Q4	$52K	Hold	2,225	–	–	﹤0.01%	581
2013 Q3	$48K	Buy	+2,225	New	+$47.2K	﹤0.01%	565

Other funds holding IYH

BFA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

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

Boston Private Bank & Trust held its iShares US Healthcare ETF (IYH) position steady in Q1 2015 at 2,225 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Boston Private Bank & Trust first reported a position in IYH in Q3 2013 and has held it in 7 quarters since. 207 funds tracked by Wall St. Rank hold IYH as of Q1 2015.

Boston Private Bank & Trust held 2,225 shares of iShares US Healthcare ETF worth $69K as of Q1 2015.
Boston Private Bank & Trust left its iShares US Healthcare ETF share count unchanged in Q1 2015.
iShares US Healthcare ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #514 holding.
Boston Private Bank & Trust first reported a position in iShares US Healthcare ETF in Q3 2013 and has held it in 7 quarters since.
207 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2015.

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