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Boston Private Bank & Trust’s First Trust NASDAQ-100 Technology Index Fund QTEC Stock Holding History

Boston Private Bank & Trust’s Portfolio QTEC Stock Details QTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$87K Hold
2,000
– – ﹤0.01% 491
2014
Q4 		$88K Hold
2,000
– – ﹤0.01% 488
2014
Q3 		$82K Buy
+2,000
New +$81.5K ﹤0.01% 499

Other funds holding QTEC

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return

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

Boston Private Bank & Trust held its First Trust NASDAQ-100 Technology Index Fund (QTEC) position steady in Q1 2015 at 2,000 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Boston Private Bank & Trust first reported a position in QTEC in Q3 2014 and has held it in 3 quarters since. The position peaked at $88K in Q4 2014. 49 funds tracked by Wall St. Rank hold QTEC as of Q1 2015.

  • Boston Private Bank & Trust held 2,000 shares of First Trust NASDAQ-100 Technology Index Fund worth $87K as of Q1 2015.
  • Boston Private Bank & Trust left its First Trust NASDAQ-100 Technology Index Fund share count unchanged in Q1 2015.
  • First Trust NASDAQ-100 Technology Index Fund made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #491 holding.
  • Boston Private Bank & Trust first reported a position in First Trust NASDAQ-100 Technology Index Fund in Q3 2014 and has held it in 3 quarters since.
  • Boston Private Bank & Trust's First Trust NASDAQ-100 Technology Index Fund position peaked at $88K in Q4 2014.
  • 49 funds tracked by Wall St. Rank held First Trust NASDAQ-100 Technology Index Fund as of Q1 2015.

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