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Boston Private Bank & Trust’s Invesco Global Water ETF PIO Stock Holding History

Boston Private Bank & Trust’s Portfolio PIO Stock Details PIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$39K Hold
1,700
– – ﹤0.01% 610
2014
Q4 		$39K Buy
+1,700
New +$39K ﹤0.01% 622

Other funds holding PIO

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return

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

Boston Private Bank & Trust held its Invesco Global Water ETF (PIO) position steady in Q1 2015 at 1,700 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Boston Private Bank & Trust first reported a position in PIO in Q4 2014 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold PIO as of Q1 2015.

  • Boston Private Bank & Trust held 1,700 shares of Invesco Global Water ETF worth $39K as of Q1 2015.
  • Boston Private Bank & Trust left its Invesco Global Water ETF share count unchanged in Q1 2015.
  • Invesco Global Water ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #610 holding.
  • Boston Private Bank & Trust first reported a position in Invesco Global Water ETF in Q4 2014 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Invesco Global Water ETF as of Q1 2015.

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