Aldebaran Financial’s Boston Private Financial Holdings, Inc. BPFHP Stock Holding History

Aldebaran Financial’s Portfolio BPFHP Stock Details BPFHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-56,075	Closed	-$1.45M	–	113
2015 Q1	$1.45M	Sell	56,075 -200	-0.4%	-$5.13K	1.25%	29
2014 Q4	$1.41M	Buy	56,275 +9,000	+19%	+$224K	1.24%	30
2014 Q3	$1.18M	Sell	47,275 -1,525	-3%	-$37.8K	1.05%	35
2014 Q2	$1.22M	Buy	48,800 +11,600	+31%	+$280K	0.96%	38
2014 Q1	$867K	Buy	37,200 +5,816	+19%	+$134K	0.76%	47
2013 Q4	$670K	Buy	+31,384	New	+$717K	0.64%	55

Other funds holding BPFHP

HCM

Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

ARMC

American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return

Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return

Aldebaran Financial's BPFHP Position: Q2 2015 in Review

Aldebaran Financial sold out of Boston Private Financial Holdings, Inc. (BPFHP) in Q2 2015, closing a stake of 56,075 shares — an estimated $1.45M sold.

Aldebaran Financial first reported a position in BPFHP in Q4 2013 and held it in 6 quarters. The position peaked at $1.45M in Q1 2015. 3 funds tracked by Wall St. Rank hold BPFHP as of Q2 2015.

Aldebaran Financial reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2015 after selling out during the quarter.
Aldebaran Financial sold 56,075 Boston Private Financial Holdings, Inc. shares in Q2 2015, an estimated $1.45M.
Aldebaran Financial first reported a position in Boston Private Financial Holdings, Inc. in Q4 2013 and held it in 6 quarters.
Aldebaran Financial's Boston Private Financial Holdings, Inc. position peaked at $1.45M in Q1 2015.
3 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2015.

Based on Aldebaran Financial's 13F filing for Q2 2015, filed 14 Aug 2015.