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Boston Private Bank & Trust’s iShares MBS ETF MBB Stock Holding History

Boston Private Bank & Trust’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-98
Closed -$11K – 1177
2014
Q3 		$11K Buy
+98
New +$10.6K ﹤0.01% 856

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Boston Private Bank & Trust's MBB Position: Q4 2014 in Review

Boston Private Bank & Trust sold out of iShares MBS ETF (MBB) in Q4 2014, closing a stake of 98 shares — an estimated $11K sold.

Boston Private Bank & Trust first reported a position in MBB in Q3 2014 and held it in 1 quarter. The position peaked at $11K in Q3 2014. 220 funds tracked by Wall St. Rank hold MBB as of Q4 2014.

  • Boston Private Bank & Trust reported no remaining iShares MBS ETF position as of Q4 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 98 iShares MBS ETF shares in Q4 2014, an estimated $11K.
  • Boston Private Bank & Trust first reported a position in iShares MBS ETF in Q3 2014 and held it in 1 quarter.
  • Boston Private Bank & Trust's iShares MBS ETF position peaked at $11K in Q3 2014.
  • 220 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2014.

Based on Boston Private Bank & Trust's 13F filing for Q4 2014, filed 12 Jan 2015.