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

Achievement Holdings’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
2015 Q4	–	Sell	-1,302,500	Closed	-$15.2M	–	144
2015 Q3	$15.2M	Buy	1,302,500 +352,500	+37%	+$4.35M	1.27%	14
2015 Q2	$12.7K	Buy	950,000 +318,167	+50%	+$4.07M	0.57%	40
2015 Q1	$7.68K	Buy	+631,833	New	+$7.77M	0.27%	71

Other funds holding BPFH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Achievement Holdings's BPFH Position: Q4 2015 in Review

Achievement Holdings sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2015, closing a stake of 1,302,500 shares — an estimated $15.2M sold.

Achievement Holdings first reported a position in BPFH in Q1 2015 and held it in 3 quarters. The position peaked at $15.2M in Q3 2015. 156 funds tracked by Wall St. Rank hold BPFH as of Q4 2015.

Achievement Holdings reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2015 after selling out during the quarter.
Achievement Holdings sold 1,302,500 Boston Private Financial Holdings, Inc. shares in Q4 2015, an estimated $15.2M.
Achievement Holdings first reported a position in Boston Private Financial Holdings, Inc. in Q1 2015 and held it in 3 quarters.
Achievement Holdings's Boston Private Financial Holdings, Inc. position peaked at $15.2M in Q3 2015.
156 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2015.

Based on Achievement Holdings's 13F filing for Q4 2015.