Beese Fulmer Investment Management’s Blue Hills Bancorp, Inc. BHBK Stock Holding History

Beese Fulmer Investment Management’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
2018 Q4	–	Sell	-14,889	Closed	-$359K	–	193
2018 Q3	$359K	Hold	14,889	–	–	0.07%	124
2018 Q2	$331K	Hold	14,889	–	–	0.07%	126
2018 Q1	$310K	Sell	14,889 -2,500	-14%	-$50.6K	0.07%	131
2017 Q4	$350K	Hold	17,389	–	–	0.08%	128
2017 Q3	$334K	Hold	17,389	–	–	0.08%	129
2017 Q2	$311K	Hold	17,389	–	–	0.07%	125
2017 Q1	$310K	Sell	17,389 -5,500	-24%	-$100K	0.08%	125
2016 Q4	$429K	Hold	22,889	–	–	0.11%	113
2016 Q3	$344K	Sell	22,889 -7,500	-25%	-$109K	0.09%	120
2016 Q2	$449K	Hold	30,389	–	–	0.13%	106
2016 Q1	$410K	Hold	30,389	–	–	0.12%	110
2015 Q4	$465K	Sell	30,389 -7,821	-20%	-$117K	0.14%	103
2015 Q3	$529K	Hold	38,210	–	–	0.17%	100
2015 Q2	$535K	Hold	38,210	–	–	0.17%	96
2015 Q1	$505K	Hold	38,210	–	–	0.17%	91
2014 Q4	$519K	Hold	38,210	–	–	0.16%	96
2014 Q3	$501K	Buy	+38,210	New	+$491K	0.16%	103

Other funds holding BHBK

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Beese Fulmer Investment Management's BHBK Position: Q4 2018 in Review

Beese Fulmer Investment Management sold out of Blue Hills Bancorp, Inc. (BHBK) in Q4 2018, closing a stake of 14,889 shares — an estimated $359K sold.

Beese Fulmer Investment Management first reported a position in BHBK in Q3 2014 and held it in 17 quarters. The position peaked at $535K in Q2 2015. 96 funds tracked by Wall St. Rank hold BHBK as of Q4 2018.

Beese Fulmer Investment Management reported no remaining Blue Hills Bancorp, Inc. position as of Q4 2018 after selling out during the quarter.
Beese Fulmer Investment Management sold 14,889 Blue Hills Bancorp, Inc. shares in Q4 2018, an estimated $359K.
Beese Fulmer Investment Management first reported a position in Blue Hills Bancorp, Inc. in Q3 2014 and held it in 17 quarters.
Beese Fulmer Investment Management's Blue Hills Bancorp, Inc. position peaked at $535K in Q2 2015.
96 funds tracked by Wall St. Rank held Blue Hills Bancorp, Inc. as of Q4 2018.

Based on Beese Fulmer Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.