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

Ancora 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
2018 Q1	–	Sell	-11,900	Closed	-$184K	–	706
2017 Q4	$184K	Hold	11,900	–	–	0.01%	589
2017 Q3	$197K	Hold	11,900	–	–	0.01%	620
2017 Q2	$183K	Hold	11,900	–	–	0.01%	592
2017 Q1	$195K	Sell	11,900 -11,800	-50%	-$196K	0.01%	580
2016 Q4	$392K	Hold	23,700	–	–	0.03%	445
2016 Q3	$304K	Hold	23,700	–	–	0.03%	413
2016 Q2	$279K	Hold	23,700	–	–	0.03%	399
2016 Q1	$271K	Hold	23,700	–	–	0.03%	398
2015 Q4	$269K	Hold	23,700	–	–	0.03%	407
2015 Q3	$277K	Hold	23,700	–	–	0.04%	394
2015 Q2	$318K	Buy	+23,700	New	+$304K	0.04%	396
2015 Q1	–	Sell	-23,700	Closed	-$291K	–	402
2014 Q4	$319K	Hold	23,700	–	–	0.04%	379
2014 Q3	$294K	Hold	23,700	–	–	0.04%	370
2014 Q2	$319K	Hold	23,700	–	–	0.04%	380
2014 Q1	$321K	Hold	23,700	–	–	0.05%	345
2013 Q4	$299K	Hold	23,700	–	–	0.05%	327
2013 Q3	$263K	Hold	23,700	–	–	0.05%	330
2013 Q2	$252K	Buy	+23,700	New	+$233K	0.04%	344

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 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

Ancora Advisors's BPFH Position: Q1 2018 in Review

Ancora Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2018, closing a stake of 11,900 shares — an estimated $184K sold.

Ancora Advisors first reported a position in BPFH in Q2 2013 and held it in 18 quarters. The position peaked at $392K in Q4 2016. 164 funds tracked by Wall St. Rank hold BPFH as of Q1 2018.

Ancora Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2018 after selling out during the quarter.
Ancora Advisors sold 11,900 Boston Private Financial Holdings, Inc. shares in Q1 2018, an estimated $184K.
Ancora Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 18 quarters.
Ancora Advisors's Boston Private Financial Holdings, Inc. position peaked at $392K in Q4 2016.
164 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2018.

Based on Ancora Advisors's 13F filing for Q1 2018, filed 15 May 2018.