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

BlackRock 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 Q4	$708K	Buy	42,751 +272	+0.6%	+$3.94K	﹤0.01%	2021
2016 Q3	$545K	Buy	42,479 +2,768	+7%	+$34.3K	﹤0.01%	2133
2016 Q2	$468K	Buy	39,711 +832	+2%	+$10K	﹤0.01%	2155
2016 Q1	$445K	Buy	38,879 +2,865	+8%	+$30.3K	﹤0.01%	2135
2015 Q4	$408K	Sell	36,014 -16,637	-32%	-$193K	﹤0.01%	2198
2015 Q3	$616K	Sell	52,651 -1,643	-3%	-$20.3K	﹤0.01%	2041
2015 Q2	$728K	Buy	54,294 +3,098	+6%	+$39.7K	﹤0.01%	1893
2015 Q1	$622K	Buy	51,196 +7,602	+17%	+$93.5K	﹤0.01%	1910
2014 Q4	$587K	Sell	43,594 -1,919	-4%	-$24.6K	﹤0.01%	1881
2014 Q3	$564K	Sell	45,513 -51,406	-53%	-$648K	﹤0.01%	1874
2014 Q2	$1.3M	Sell	96,919 -460,970	-83%	-$5.91M	﹤0.01%	1340
2014 Q1	$7.55M	Sell	557,889 -44,011	-7%	-$564K	0.01%	877
2013 Q4	$7.6M	Sell	601,900 -219,338	-27%	-$2.54M	0.01%	886
2013 Q3	$9.11M	Buy	821,238 +170,933	+26%	+$1.87M	0.01%	815
2013 Q2	$6.92M	Buy	+650,305	New	+$6.4M	0.01%	870

Other funds holding BPFH

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

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

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock Advisors's BPFH Position: Q4 2016 in Review

BlackRock Advisors increased its Boston Private Financial Holdings, Inc. (BPFH) stake by 0.64% in Q4 2016, buying an estimated $3.94K and bringing the position to 42,751 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

BlackRock Advisors first reported a position in BPFH in Q2 2013 and has held it in 15 quarters since. The position peaked at $9.11M in Q3 2013. 173 funds tracked by Wall St. Rank hold BPFH as of Q4 2016.

BlackRock Advisors held 42,751 shares of Boston Private Financial Holdings, Inc. worth $708K as of Q4 2016.
BlackRock Advisors bought 272 Boston Private Financial Holdings, Inc. shares in Q4 2016, an estimated $3.94K.
Boston Private Financial Holdings, Inc. made up ﹤0.01% of BlackRock Advisors's portfolio in Q4 2016, its #2021 holding.
BlackRock Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and has held it in 15 quarters since.
BlackRock Advisors's Boston Private Financial Holdings, Inc. position peaked at $9.11M in Q3 2013.
173 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.