PB

PRIVATE BANK & TRUST CO

13F
PRIVATE BANK & TRUST CO
Last update 2020-01-29 264 Stocks (13 new)
Value $750.00 Mil Turnover 4 %
Countries:
Top Holdings: IVV(18.06%)IWR(7.49%)IWM(6.65%)AMJ(5.47%)EFA(4.63%)
Summary Stock Picks Current Portfolio
PRIVATE BANK & TRUST CO Top Holdings of 2019-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
419,019
135,444.0
-0.71%
18.060
-0.13%
0.060
+23.40%
+6.48%
618,559.0
 
IWR
iShares Russell Mid-Cap ETF
942,328
56,182.0
-0.14%
7.490
-0.01%
0.240
+22.08%
+5.75%
43,838.1
 
IWM
iShares Russell 2000 ETF
301,185
49,898.0
-0.96%
6.650
-0.06%
0.100
+22.68%
-0.09%
65,240.8
 
AMJ
JPMorgan Chase & Co. FR SP ETN REDEEM 24/05/2024 U
JPMorgan Chase & Co. FR SP ETN REDEEM 24/05/2024 U
1,880,046
41,004.0
-19.38%
5.470
-1.51%
1.580
+0.71%
+11.59%
3,367.7
 
EFA
iShares MSCI EAFE ETF
500,054
34,724.0
-4.89%
4.630
-0.24%
0.070
+22.78%
+18.89%
63,725.9
 
MLPI
UBS AG Jersey FR SP E-TRACS REDEEM 02/04/2040 USD
UBS AG Jersey FR SP E-TRACS REDEEM 02/04/2040 USD
1,381,475
26,829.0
+47.54%
3.580
+1.15%
33.530
0%
0%
46.4
 
VWO
Vanguard FTSE Emerging Markets ETF
456,809
20,314.0
+6.99%
2.710
+0.18%
0.030
+22.64%
+12.70%
82,040.9
 
AAPL
Apple Inc
267,344
19,627.0
+0.93%
2.620
+0.02%
0.000
+15.74%
-16.04%
3,132,640.1
Hardware
VEA
Vanguard FTSE Developed Markets ETF
396,784
17,482.0
-12.22%
2.330
-0.33%
0.020
+24.30%
+19.83%
150,181.1
 
IWB
iShares Russell 1000 ETF
83,455
14,890.0
-0.11%
1.990
0%
0.070
+23.18%
+6.13%
41,613.3
 

PRIVATE BANK & TRUST CO's Historical Top Holdings Breakdowns

PRIVATE BANK & TRUST CO Total Holding History ($B)

To

PRIVATE BANK & TRUST CO's Asset Allocation

To

PRIVATE BANK & TRUST CO Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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PRIVATE BANK & TRUST CO's Hypothetical Growth since 2019-12-31

PRIVATE BANK & TRUST CO's Yearly Returns

Year Portfolio % % Excess Gain %

PRIVATE BANK & TRUST CO's Holdings Heat Map

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PRIVATE BANK & TRUST CO's Holdings Bubble Chart

PRIVATE BANK & TRUST CO News

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