AA
BPFH

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

ALPS Advisors’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
2016
Q3 		– Sell
-36,006
Closed -$424K – 794
2016
Q2 		$424K Sell
36,006
-2,648
-7% -$31.9K ﹤0.01% 398
2016
Q1 		$443K Buy
+38,654
New +$408K ﹤0.01% 399

Other funds holding BPFH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ALPS Advisors's BPFH Position: Q3 2016 in Review

ALPS Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2016, closing a stake of 36,006 shares — an estimated $424K sold.

ALPS Advisors first reported a position in BPFH in Q1 2016 and held it in 2 quarters. The position peaked at $443K in Q1 2016. 155 funds tracked by Wall St. Rank hold BPFH as of Q3 2016.

  • ALPS Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2016 after selling out during the quarter.
  • ALPS Advisors sold 36,006 Boston Private Financial Holdings, Inc. shares in Q3 2016, an estimated $424K.
  • ALPS Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q1 2016 and held it in 2 quarters.
  • ALPS Advisors's Boston Private Financial Holdings, Inc. position peaked at $443K in Q1 2016.
  • 155 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2016.

Based on ALPS Advisors's 13F filing for Q3 2016, filed 2 Nov 2016.