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BPFH

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

Curian 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
2014
Q1 		– Sell
-106,128
Closed -$1.34M – 645
2013
Q4 		$1.34M Buy
106,128
+1,529
+1% +$17.7K 0.02% 349
2013
Q3 		$1.16M Buy
104,599
+1,757
+2% +$19.2K 0.02% 355
2013
Q2 		$1.09M Buy
+102,842
New +$1.01M 0.02% 347

Other funds holding BPFH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Curian Capital's BPFH Position: Q1 2014 in Review

Curian Capital sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2014, closing a stake of 106,128 shares — an estimated $1.34M sold.

Curian Capital first reported a position in BPFH in Q2 2013 and held it in 3 quarters. The position peaked at $1.34M in Q4 2013. 155 funds tracked by Wall St. Rank hold BPFH as of Q1 2014.

  • Curian Capital reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2014 after selling out during the quarter.
  • Curian Capital sold 106,128 Boston Private Financial Holdings, Inc. shares in Q1 2014, an estimated $1.34M.
  • Curian Capital first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 3 quarters.
  • Curian Capital's Boston Private Financial Holdings, Inc. position peaked at $1.34M in Q4 2013.
  • 155 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2014.

Based on Curian Capital's 13F filing for Q1 2014, filed 12 May 2014.