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

BlackRock Investment Management’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	$7.41M	Buy	447,438 +71,662	+19%	+$1.04M	0.01%	1318
2016 Q3	$4.82M	Sell	375,776 -430	-0.1%	-$5.33K	0.01%	1511
2016 Q2	$4.43M	Buy	376,206 +20,802	+6%	+$250K	0.01%	1522
2016 Q1	$4.07M	Buy	355,404 +13,063	+4%	+$138K	0.01%	1497
2015 Q4	$3.88M	Buy	342,341 +1,585	+0.5%	+$18.4K	0.01%	1577
2015 Q3	$3.99M	Sell	340,756 -775	-0.2%	-$9.57K	0.01%	1531
2015 Q2	$4.58M	Buy	341,531 +41,849	+14%	+$536K	0.01%	1567
2015 Q1	$3.64M	Buy	299,682 +4,169	+1%	+$51.3K	﹤0.01%	1609
2014 Q4	$3.98M	Buy	295,513 +68	+0%	+$872	0.01%	1537
2014 Q3	$3.66M	Buy	295,445 +1,299	+0.4%	+$16.4K	0.01%	1565
2014 Q2	$3.95M	Sell	294,146 -22,082	-7%	-$283K	0.01%	1568
2014 Q1	$4.28M	Buy	316,228 +2,823	+0.9%	+$36.2K	0.01%	1482
2013 Q4	$3.96M	Sell	313,405 -6,205	-2%	-$72K	0.01%	1525
2013 Q3	$3.54M	Buy	319,610 +2,307	+0.7%	+$25.3K	0.01%	1528
2013 Q2	$3.38M	Buy	+317,303	New	+$3.12M	0.01%	1480

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 18.14% 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 22.69% 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 16.26% 1-Year Est. Return

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

BlackRock Investment Management's BPFH Position: Q4 2016 in Review

BlackRock Investment Management increased its Boston Private Financial Holdings, Inc. (BPFH) stake by 19% in Q4 2016, buying an estimated $1.04M and bringing the position to 447,438 shares worth $7.41M. The position accounts for 0.01% of the portfolio, ranked #1318.

BlackRock Investment Management first reported a position in BPFH in Q2 2013 and has held it in 15 quarters since. 173 funds tracked by Wall St. Rank hold BPFH as of Q4 2016.

BlackRock Investment Management held 447,438 shares of Boston Private Financial Holdings, Inc. worth $7.41M as of Q4 2016.
BlackRock Investment Management bought 71,662 Boston Private Financial Holdings, Inc. shares in Q4 2016, an estimated $1.04M.
Boston Private Financial Holdings, Inc. made up 0.01% of BlackRock Investment Management's portfolio in Q4 2016, its #1318 holding.
BlackRock Investment Management first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and has held it in 15 quarters since.
173 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2016.

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