BPBT
PSAU

Boston Private Bank & Trust’s Invesco Global Gold and Precious Metals ETF PSAU Stock Holding History

Boston Private Bank & Trust’s Portfolio PSAU Stock Details PSAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,000
Closed -$23K – 1077
2014
Q2 		$23K Buy
+1,000
New +$20.7K ﹤0.01% 722

Other funds holding PSAU

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NFG
Noven Financial Group Denver, Colorado $123M AUM 5.23% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
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
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return

Boston Private Bank & Trust's PSAU Position: Q3 2014 in Review

Boston Private Bank & Trust sold out of Invesco Global Gold and Precious Metals ETF (PSAU) in Q3 2014, closing a stake of 1,000 shares — an estimated $23K sold.

Boston Private Bank & Trust first reported a position in PSAU in Q2 2014 and held it in 1 quarter. The position peaked at $23K in Q2 2014. 20 funds tracked by Wall St. Rank hold PSAU as of Q3 2014.

  • Boston Private Bank & Trust reported no remaining Invesco Global Gold and Precious Metals ETF position as of Q3 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 1,000 Invesco Global Gold and Precious Metals ETF shares in Q3 2014, an estimated $23K.
  • Boston Private Bank & Trust first reported a position in Invesco Global Gold and Precious Metals ETF in Q2 2014 and held it in 1 quarter.
  • Boston Private Bank & Trust's Invesco Global Gold and Precious Metals ETF position peaked at $23K in Q2 2014.
  • 20 funds tracked by Wall St. Rank held Invesco Global Gold and Precious Metals ETF as of Q3 2014.

Based on Boston Private Bank & Trust's 13F filing for Q3 2014, filed 9 Oct 2014.