AR
BHBK

Advisory Research’s Blue Hills Bancorp, Inc. BHBK Stock Holding History

Advisory Research’s Portfolio BHBK Stock Details BHBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-87,160
Closed -$1.18M – 359
2014
Q4 		$1.18M Hold
87,160
– – 0.01% 238
2014
Q3 		$1.14M Buy
+87,160
New +$1.12M 0.01% 240

Other funds holding BHBK

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Research's BHBK Position: Q1 2015 in Review

Advisory Research sold out of Blue Hills Bancorp, Inc. (BHBK) in Q1 2015, closing a stake of 87,160 shares — an estimated $1.18M sold.

Advisory Research first reported a position in BHBK in Q3 2014 and held it in 2 quarters. The position peaked at $1.18M in Q4 2014. 66 funds tracked by Wall St. Rank hold BHBK as of Q1 2015.

  • Advisory Research reported no remaining Blue Hills Bancorp, Inc. position as of Q1 2015 after selling out during the quarter.
  • Advisory Research sold 87,160 Blue Hills Bancorp, Inc. shares in Q1 2015, an estimated $1.18M.
  • Advisory Research first reported a position in Blue Hills Bancorp, Inc. in Q3 2014 and held it in 2 quarters.
  • Advisory Research's Blue Hills Bancorp, Inc. position peaked at $1.18M in Q4 2014.
  • 66 funds tracked by Wall St. Rank held Blue Hills Bancorp, Inc. as of Q1 2015.

Based on Advisory Research's 13F filing for Q1 2015, filed 15 May 2015.