DCM
BPFH

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

Decade Capital Management’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
2015
Q3 		$3.18M Buy
271,596
+163,584
+151% +$2.02M 0.69% 44
2015
Q2 		$1.45M Buy
+108,012
New +$1.38M 0.17% 108

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Decade Capital Management's BPFH Position: Q3 2015 in Review

Decade Capital Management increased its Boston Private Financial Holdings, Inc. (BPFH) stake by 151% in Q3 2015, buying an estimated $2.02M and bringing the position to 271,596 shares worth $3.18M. The position accounts for 0.69% of the portfolio, ranked #44.

Decade Capital Management first reported a position in BPFH in Q2 2015 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold BPFH as of Q3 2015.

  • Decade Capital Management held 271,596 shares of Boston Private Financial Holdings, Inc. worth $3.18M as of Q3 2015.
  • Decade Capital Management bought 163,584 Boston Private Financial Holdings, Inc. shares in Q3 2015, an estimated $2.02M.
  • Boston Private Financial Holdings, Inc. made up 0.69% of Decade Capital Management's portfolio in Q3 2015, its #44 holding.
  • Decade Capital Management first reported a position in Boston Private Financial Holdings, Inc. in Q2 2015 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2015.

Based on Decade Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.