BIT
BPFH

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

BlackRock Institutional Trust’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 		$39.7M Buy
2,399,279
+135,717
+6% +$1.96M 0.01% 1491
2016
Q3 		$29M Buy
2,263,562
+20,806
+0.9% +$258K ﹤0.01% 1626
2016
Q2 		$26.4M Buy
2,242,756
+37,107
+2% +$447K ﹤0.01% 1661
2016
Q1 		$25.3M Buy
2,205,649
+12,326
+0.6% +$130K ﹤0.01% 1650
2015
Q4 		$24.9M Buy
2,193,323
+34,398
+2% +$400K ﹤0.01% 1709
2015
Q3 		$25.3M Sell
2,158,925
-8,633
-0.4% -$107K ﹤0.01% 1667
2015
Q2 		$29.1M Sell
2,167,558
-127,814
-6% -$1.64M ﹤0.01% 1654
2015
Q1 		$27.9M Buy
2,295,372
+45,588
+2% +$561K ﹤0.01% 1725
2014
Q4 		$30.3M Sell
2,249,784
-25,301
-1% -$324K ﹤0.01% 1638
2014
Q3 		$28.2M Sell
2,275,085
-69,561
-3% -$877K ﹤0.01% 1660
2014
Q2 		$31.5M Sell
2,344,646
-36,621
-2% -$469K 0.01% 1643
2014
Q1 		$32.2M Buy
2,381,267
+56,218
+2% +$720K 0.01% 1627
2013
Q4 		$29.3M Buy
2,325,049
+25,458
+1% +$295K 0.01% 1652
2013
Q3 		$25.5M Sell
2,299,591
-26,619
-1% -$291K ﹤0.01% 1679
2013
Q2 		$24.8M Buy
+2,326,210
New +$22.9M 0.01% 1639

Other funds holding BPFH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

BlackRock Institutional Trust's BPFH Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Boston Private Financial Holdings, Inc. (BPFH) stake by 6% in Q4 2016, buying an estimated $1.96M and bringing the position to 2,399,279 shares worth $39.7M. The position accounts for 0.01% of the portfolio, ranked #1491.

BlackRock Institutional Trust first reported a position in BPFH in Q2 2013 and has held it in 15 quarters since. 172 funds tracked by Wall St. Rank hold BPFH as of Q4 2016.

  • BlackRock Institutional Trust held 2,399,279 shares of Boston Private Financial Holdings, Inc. worth $39.7M as of Q4 2016.
  • BlackRock Institutional Trust bought 135,717 Boston Private Financial Holdings, Inc. shares in Q4 2016, an estimated $1.96M.
  • Boston Private Financial Holdings, Inc. made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1491 holding.
  • BlackRock Institutional Trust first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and has held it in 15 quarters since.
  • 172 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2016.

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