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Boston Private Bank & Trust’s Invesco S&P 500 Low Volatility ETF SPLV Stock Holding History

Boston Private Bank & Trust’s Portfolio SPLV Stock Details SPLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,937
Closed -$60K – 1083
2013
Q3 		$60K Buy
+1,937
New +$61.3K ﹤0.01% 534

Other funds holding SPLV

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Boston Private Bank & Trust's SPLV Position: Q4 2013 in Review

Boston Private Bank & Trust sold out of Invesco S&P 500 Low Volatility ETF (SPLV) in Q4 2013, closing a stake of 1,937 shares — an estimated $60K sold.

Boston Private Bank & Trust first reported a position in SPLV in Q3 2013 and held it in 1 quarter. The position peaked at $60K in Q3 2013. 153 funds tracked by Wall St. Rank hold SPLV as of Q4 2013.

  • Boston Private Bank & Trust reported no remaining Invesco S&P 500 Low Volatility ETF position as of Q4 2013 after selling out during the quarter.
  • Boston Private Bank & Trust sold 1,937 Invesco S&P 500 Low Volatility ETF shares in Q4 2013, an estimated $60K.
  • Boston Private Bank & Trust first reported a position in Invesco S&P 500 Low Volatility ETF in Q3 2013 and held it in 1 quarter.
  • Boston Private Bank & Trust's Invesco S&P 500 Low Volatility ETF position peaked at $60K in Q3 2013.
  • 153 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q4 2013.

Based on Boston Private Bank & Trust's 13F filing for Q4 2013, filed 14 Jan 2014.