Boston Private Bank & Trust’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Boston Private Bank & Trust’s Portfolio RWX Stock Details RWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$410K	Hold	9,470	–	–	0.02%	315
2014 Q4	$394K	Hold	9,470	–	–	0.02%	324
2014 Q3	$392K	Sell	9,470 -20	-0.2%	-$880	0.02%	321
2014 Q2	$420K	Buy	9,490 +830	+10%	+$35.9K	0.02%	314
2014 Q1	$357K	Sell	8,660 -8,190	-49%	-$333K	0.02%	331
2013 Q4	$694K	Buy	+16,850	New	+$710K	0.03%	258

Other funds holding RWX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Boston Private Bank & Trust held its State Street SPDR Dow Jones International Real Estate ETF (RWX) position steady in Q1 2015 at 9,470 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #315.

Boston Private Bank & Trust first reported a position in RWX in Q4 2013 and has held it in 6 quarters since. The position peaked at $694K in Q4 2013. 208 funds tracked by Wall St. Rank hold RWX as of Q1 2015.

Boston Private Bank & Trust held 9,470 shares of State Street SPDR Dow Jones International Real Estate ETF worth $410K as of Q1 2015.
Boston Private Bank & Trust left its State Street SPDR Dow Jones International Real Estate ETF share count unchanged in Q1 2015.
State Street SPDR Dow Jones International Real Estate ETF made up 0.02% of Boston Private Bank & Trust's portfolio in Q1 2015, its #315 holding.
Boston Private Bank & Trust first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2013 and has held it in 6 quarters since.
Boston Private Bank & Trust's State Street SPDR Dow Jones International Real Estate ETF position peaked at $694K in Q4 2013.
208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2015.

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