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Boston Private Bank & Trust’s iShares US Real Estate ETF IYR Stock Holding History

Boston Private Bank & Trust’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$25K Hold
315
– – ﹤0.01% 692
2014
Q4 		$24K Hold
315
– – ﹤0.01% 723
2014
Q3 		$22K Buy
+315
New +$22.8K ﹤0.01% 753

Other funds holding IYR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Boston Private Bank & Trust held its iShares US Real Estate ETF (IYR) position steady in Q1 2015 at 315 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Boston Private Bank & Trust first reported a position in IYR in Q3 2014 and has held it in 3 quarters since. 349 funds tracked by Wall St. Rank hold IYR as of Q1 2015.

  • Boston Private Bank & Trust held 315 shares of iShares US Real Estate ETF worth $25K as of Q1 2015.
  • Boston Private Bank & Trust left its iShares US Real Estate ETF share count unchanged in Q1 2015.
  • iShares US Real Estate ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #692 holding.
  • Boston Private Bank & Trust first reported a position in iShares US Real Estate ETF in Q3 2014 and has held it in 3 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2015.

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