BPBT
IYZ icon

Boston Private Bank & Trust’s iShares US Telecommunications ETF IYZ Stock Holding History

Boston Private Bank & Trust’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$13K Hold
425
– – ﹤0.01% 781
2014
Q4 		$12K Hold
425
– – ﹤0.01% 825
2014
Q3 		$13K Buy
+425
New +$12.9K ﹤0.01% 831

Other funds holding IYZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return

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

Boston Private Bank & Trust held its iShares US Telecommunications ETF (IYZ) position steady in Q1 2015 at 425 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Boston Private Bank & Trust first reported a position in IYZ in Q3 2014 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold IYZ as of Q1 2015.

  • Boston Private Bank & Trust held 425 shares of iShares US Telecommunications ETF worth $13K as of Q1 2015.
  • Boston Private Bank & Trust left its iShares US Telecommunications ETF share count unchanged in Q1 2015.
  • iShares US Telecommunications ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #781 holding.
  • Boston Private Bank & Trust first reported a position in iShares US Telecommunications ETF in Q3 2014 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2015.

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