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Boston Private Bank & Trust’s iShares US Technology ETF IYW Stock Holding History

Boston Private Bank & Trust’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$20K Hold
760
– – ﹤0.01% 735
2014
Q4 		$20K Sell
760
-340
-31% -$8.67K ﹤0.01% 761
2014
Q3 		$28K Hold
1,100
– – ﹤0.01% 707
2014
Q2 		$27K Hold
1,100
– – ﹤0.01% 691
2014
Q1 		$25K Hold
1,100
– – ﹤0.01% 716
2013
Q4 		$24K Hold
1,100
– – ﹤0.01% 709
2013
Q3 		$22K Buy
+1,100
New +$21.4K ﹤0.01% 681

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Boston Private Bank & Trust held its iShares US Technology ETF (IYW) position steady in Q1 2015 at 760 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Boston Private Bank & Trust first reported a position in IYW in Q3 2013 and has held it in 7 quarters since. The position peaked at $28K in Q3 2014. 237 funds tracked by Wall St. Rank hold IYW as of Q1 2015.

  • Boston Private Bank & Trust held 760 shares of iShares US Technology ETF worth $20K as of Q1 2015.
  • Boston Private Bank & Trust left its iShares US Technology ETF share count unchanged in Q1 2015.
  • iShares US Technology ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #735 holding.
  • Boston Private Bank & Trust first reported a position in iShares US Technology ETF in Q3 2013 and has held it in 7 quarters since.
  • Boston Private Bank & Trust's iShares US Technology ETF position peaked at $28K in Q3 2014.
  • 237 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2015.

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