Cipher Capital’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Cipher Capital’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
2018 Q2	–	Sell	-13,413	Closed	-$202K	–	707
2018 Q1	$202K	Sell	13,413 -1,601	-11%	-$24.3K	0.02%	527
2017 Q4	$232K	Sell	15,014 -33,376	-69%	-$532K	0.02%	564
2017 Q3	$801K	Sell	48,390 -100,081	-67%	-$1.51M	0.06%	422
2017 Q2	$2.28M	Sell	148,471 -18,776	-11%	-$291K	0.18%	218
2017 Q1	$2.74M	Sell	167,247 -8,863	-5%	-$148K	0.21%	189
2016 Q4	$2.91M	Buy	176,110 +9,328	+6%	+$135K	0.19%	198
2016 Q3	$2.14M	Buy	166,782 +45,493	+38%	+$564K	0.13%	272
2016 Q2	$1.43M	Buy	121,289 +61,408	+103%	+$739K	0.1%	338
2016 Q1	$686K	Buy	59,881 +29,237	+95%	+$309K	0.06%	474
2015 Q4	$347K	Buy	+30,644	New	+$356K	0.05%	437

Other funds holding BPFH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Cipher Capital's BPFH Position: Q2 2018 in Review

Cipher Capital sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2018, closing a stake of 13,413 shares — an estimated $202K sold.

Cipher Capital first reported a position in BPFH in Q4 2015 and held it in 10 quarters. The position peaked at $2.91M in Q4 2016. 169 funds tracked by Wall St. Rank hold BPFH as of Q2 2018.

Cipher Capital reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2018 after selling out during the quarter.
Cipher Capital sold 13,413 Boston Private Financial Holdings, Inc. shares in Q2 2018, an estimated $202K.
Cipher Capital first reported a position in Boston Private Financial Holdings, Inc. in Q4 2015 and held it in 10 quarters.
Cipher Capital's Boston Private Financial Holdings, Inc. position peaked at $2.91M in Q4 2016.
169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2018.

Based on Cipher Capital's 13F filing for Q2 2018, filed 14 Aug 2018.