3C
BPFH

361 Capital’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

361 Capital’s Portfolio BPFH Stock Details BPFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-200,977
Closed -$2.12M – 423
2018
Q4 		$2.12M Buy
+200,977
New +$2.53M 0.43% 117

Other funds holding BPFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

361 Capital's BPFH Position: Q1 2019 in Review

361 Capital sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2019, closing a stake of 200,977 shares — an estimated $2.12M sold.

361 Capital first reported a position in BPFH in Q4 2018 and held it in 1 quarter. The position peaked at $2.12M in Q4 2018. 175 funds tracked by Wall St. Rank hold BPFH as of Q1 2019.

  • 361 Capital reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2019 after selling out during the quarter.
  • 361 Capital sold 200,977 Boston Private Financial Holdings, Inc. shares in Q1 2019, an estimated $2.12M.
  • 361 Capital first reported a position in Boston Private Financial Holdings, Inc. in Q4 2018 and held it in 1 quarter.
  • 361 Capital's Boston Private Financial Holdings, Inc. position peaked at $2.12M in Q4 2018.
  • 175 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2019.

Based on 361 Capital's 13F filing for Q1 2019, filed 7 May 2019.