Boston Private Bank & Trust’s Vanguard Health Care ETF VHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$34K	Hold	250	–	–	﹤0.01%	636
2014 Q4	$31K	Hold	250	–	–	﹤0.01%	669
2014 Q3	$29K	Buy	+250	New	+$28.6K	﹤0.01%	700
2014 Q2	–	Sell	-703	Closed	-$75K	–	1033
2014 Q1	$75K	Buy	+703	New	+$74.4K	﹤0.01%	525

Other funds holding VHT

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

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

Boston Private Bank & Trust held its Vanguard Health Care ETF (VHT) position steady in Q1 2015 at 250 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Boston Private Bank & Trust first reported a position in VHT in Q1 2014 and has held it in 4 quarters since. The position peaked at $75K in Q1 2014. 229 funds tracked by Wall St. Rank hold VHT as of Q1 2015.

Boston Private Bank & Trust held 250 shares of Vanguard Health Care ETF worth $34K as of Q1 2015.
Boston Private Bank & Trust left its Vanguard Health Care ETF share count unchanged in Q1 2015.
Vanguard Health Care ETF made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #636 holding.
Boston Private Bank & Trust first reported a position in Vanguard Health Care ETF in Q1 2014 and has held it in 4 quarters since.
Boston Private Bank & Trust's Vanguard Health Care ETF position peaked at $75K in Q1 2014.
229 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2015.

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