Boston Private Bank & Trust’s Vanguard Real Estate ETF VNQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$401K	Sell	4,761 -157	-3%	-$13.3K	0.02%	319
2014 Q4	$398K	Sell	4,918 -160	-3%	-$12.6K	0.02%	321
2014 Q3	$365K	Buy	5,078 +463	+10%	+$34.9K	0.02%	325
2014 Q2	$345K	Sell	4,615 -875	-16%	-$64.3K	0.02%	335
2014 Q1	$388K	Buy	5,490 +2,308	+73%	+$158K	0.02%	318
2013 Q4	$205K	Buy	3,182 +281	+10%	+$18.8K	0.01%	391
2013 Q3	$192K	Sell	2,901 -1,261	-30%	-$85.7K	0.01%	387
2013 Q2	$286K	Buy	+4,162	New	+$302K	0.02%	329

Other funds holding VNQ

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Boston Private Bank & Trust reduced its Vanguard Real Estate ETF (VNQ) stake by 3.2% in Q1 2015, selling an estimated $13.3K and leaving 4,761 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #319.

Boston Private Bank & Trust first reported a position in VNQ in Q2 2013 and has held it in 8 quarters since. 731 funds tracked by Wall St. Rank hold VNQ as of Q1 2015.

Boston Private Bank & Trust held 4,761 shares of Vanguard Real Estate ETF worth $401K as of Q1 2015.
Boston Private Bank & Trust sold 157 Vanguard Real Estate ETF shares in Q1 2015, an estimated $13.3K.
Vanguard Real Estate ETF made up 0.02% of Boston Private Bank & Trust's portfolio in Q1 2015, its #319 holding.
Boston Private Bank & Trust first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 8 quarters since.
731 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2015.

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