Alpine Woods Capital Investors’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Alpine Woods Capital Investors’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
2018 Q4	–	Sell	-17,000	Closed	-$232K	–	305
2018 Q3	$232K	Buy	+17,000	New	+$248K	0.05%	225

Other funds holding BPFH

BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Alpine Woods Capital Investors's BPFH Position: Q4 2018 in Review

Alpine Woods Capital Investors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2018, closing a stake of 17,000 shares — an estimated $232K sold.

Alpine Woods Capital Investors first reported a position in BPFH in Q3 2018 and held it in 1 quarter. The position peaked at $232K in Q3 2018. 173 funds tracked by Wall St. Rank hold BPFH as of Q4 2018.

Alpine Woods Capital Investors reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2018 after selling out during the quarter.
Alpine Woods Capital Investors sold 17,000 Boston Private Financial Holdings, Inc. shares in Q4 2018, an estimated $232K.
Alpine Woods Capital Investors first reported a position in Boston Private Financial Holdings, Inc. in Q3 2018 and held it in 1 quarter.
Alpine Woods Capital Investors's Boston Private Financial Holdings, Inc. position peaked at $232K in Q3 2018.
173 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2018.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2018, filed 13 Feb 2019.