Convergence Investment Partners’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Convergence Investment Partners’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 Q2	–	Sell	-99,060	Closed	-$1.63M	–	419
2017 Q1	$1.63M	Buy	+99,060	New	+$1.65M	0.23%	168
2016 Q4	–	Sell	-85,158	Closed	-$1.09M	–	388
2016 Q3	$1.09M	Buy	+85,158	New	+$1.06M	0.16%	228
2014 Q4	–	Sell	-122,250	Closed	-$1.51M	–	440
2014 Q3	$1.51M	Buy	+122,250	New	+$1.54M	0.21%	161

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

AAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Convergence Investment Partners's BPFH Position: Q2 2017 in Review

Convergence Investment Partners sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2017, closing a stake of 99,060 shares — an estimated $1.63M sold.

Convergence Investment Partners first reported a position in BPFH in Q3 2014 and held it in 3 quarters. The position peaked at $1.63M in Q1 2017. 160 funds tracked by Wall St. Rank hold BPFH as of Q2 2017.

Convergence Investment Partners reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2017 after selling out during the quarter.
Convergence Investment Partners sold 99,060 Boston Private Financial Holdings, Inc. shares in Q2 2017, an estimated $1.63M.
Convergence Investment Partners first reported a position in Boston Private Financial Holdings, Inc. in Q3 2014 and held it in 3 quarters.
Convergence Investment Partners's Boston Private Financial Holdings, Inc. position peaked at $1.63M in Q1 2017.
160 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2017.

Based on Convergence Investment Partners's 13F filing for Q2 2017, filed 2 Aug 2017.