Capstone Investment Advisors
BPFH

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

Capstone Investment 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
2017
Q1 		– Sell
-10,540
Closed -$174K – 1191
2016
Q4 		$174K Buy
+10,540
New +$153K 0.01% 838
2016
Q3 		– Sell
-25,553
Closed -$301K – 960
2016
Q2 		$301K Buy
+25,553
New +$308K 0.01% 562

Other funds holding BPFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Capstone Investment Advisors's BPFH Position: Q1 2017 in Review

Capstone Investment Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2017, closing a stake of 10,540 shares — an estimated $174K sold.

Capstone Investment Advisors first reported a position in BPFH in Q2 2016 and held it in 2 quarters. The position peaked at $301K in Q2 2016. 170 funds tracked by Wall St. Rank hold BPFH as of Q1 2017.

  • Capstone Investment Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 10,540 Boston Private Financial Holdings, Inc. shares in Q1 2017, an estimated $174K.
  • Capstone Investment Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q2 2016 and held it in 2 quarters.
  • Capstone Investment Advisors's Boston Private Financial Holdings, Inc. position peaked at $301K in Q2 2016.
  • 170 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2017.

Based on Capstone Investment Advisors's 13F filing for Q1 2017, filed 15 May 2017.