Cutler Group’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Cutler Group’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
2019 Q1	–	Sell	-1,000	Closed	-$10K	–	5033
2018 Q4	$10K	Sell	1,000 -1,800	-64%	-$22.6K	﹤0.01%	2563
2018 Q3	$38K	Sell	2,800 -100	-3%	-$1.46K	﹤0.01%	1795
2018 Q2	$46K	Buy	+2,900	New	+$47.7K	﹤0.01%	1661
2017 Q2	–	Sell	-400	Closed	-$6K	–	7402
2017 Q1	$6K	Buy	+400	New	+$6.66K	﹤0.01%	4635
2016 Q2	–	Sell	-808	Closed	-$9K	–	7553
2016 Q1	$9K	Buy	+808	New	+$8.54K	﹤0.01%	4227

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Cutler Group's BPFH Position: Q1 2019 in Review

Cutler Group sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2019, closing a stake of 1,000 shares — an estimated $10K sold.

Cutler Group first reported a position in BPFH in Q1 2016 and held it in 5 quarters. The position peaked at $46K in Q2 2018. 175 funds tracked by Wall St. Rank hold BPFH as of Q1 2019.

Cutler Group reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2019 after selling out during the quarter.
Cutler Group sold 1,000 Boston Private Financial Holdings, Inc. shares in Q1 2019, an estimated $10K.
Cutler Group first reported a position in Boston Private Financial Holdings, Inc. in Q1 2016 and held it in 5 quarters.
Cutler Group's Boston Private Financial Holdings, Inc. position peaked at $46K in Q2 2018.
175 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2019.

Based on Cutler Group's 13F filing for Q1 2019, filed 10 May 2019.