Acrospire Investment Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Acrospire Investment Management’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
2017 Q2	–	Sell	-218	Closed	-$4K	–	2677
2017 Q1	$4K	Sell	218 -4,452	-95%	-$74.1K	﹤0.01%	2052
2016 Q4	$77K	Buy	+4,670	New	+$67.6K	0.03%	1107
2016 Q3	–	Sell	-2,828	Closed	-$33K	–	2244
2016 Q2	$33K	Buy	+2,828	New	+$34K	0.02%	1332

Other funds holding BPFH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Acrospire Investment Management's BPFH Position: Q2 2017 in Review

Acrospire Investment Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2017, closing a stake of 218 shares — an estimated $4K sold.

Acrospire Investment Management first reported a position in BPFH in Q2 2016 and held it in 3 quarters. The position peaked at $77K in Q4 2016. 160 funds tracked by Wall St. Rank hold BPFH as of Q2 2017.

Acrospire Investment Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2017 after selling out during the quarter.
Acrospire Investment Management sold 218 Boston Private Financial Holdings, Inc. shares in Q2 2017, an estimated $4K.
Acrospire Investment Management first reported a position in Boston Private Financial Holdings, Inc. in Q2 2016 and held it in 3 quarters.
Acrospire Investment Management's Boston Private Financial Holdings, Inc. position peaked at $77K in Q4 2016.
160 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2017.

Based on Acrospire Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.