Dynamic Technology Lab’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Dynamic Technology Lab’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	-37,933	Closed	-$401K	–	1442
2018 Q4	$401K	Buy	+37,933	New	+$477K	0.07%	518
2018 Q3	–	Sell	-35,606	Closed	-$566K	–	1464
2018 Q2	$566K	Buy	+35,606	New	+$585K	0.09%	400
2015 Q2	–	Sell	-20,520	Closed	-$249K	–	1008
2015 Q1	$249K	Buy	+20,520	New	+$252K	0.11%	451
2014 Q2	–	Sell	-12,100	Closed	-$164K	–	880
2014 Q1	$164K	Buy	+12,100	New	+$155K	0.1%	479
2013 Q3	–	Sell	-19,089	Closed	-$203K	–	637
2013 Q2	$203K	Buy	+19,089	New	+$188K	0.21%	253

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

Dynamic Technology Lab's BPFH Position: Q1 2019 in Review

Dynamic Technology Lab sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2019, closing a stake of 37,933 shares — an estimated $401K sold.

Dynamic Technology Lab first reported a position in BPFH in Q2 2013 and held it in 5 quarters. The position peaked at $566K in Q2 2018. 175 funds tracked by Wall St. Rank hold BPFH as of Q1 2019.

Dynamic Technology Lab reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2019 after selling out during the quarter.
Dynamic Technology Lab sold 37,933 Boston Private Financial Holdings, Inc. shares in Q1 2019, an estimated $401K.
Dynamic Technology Lab first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 5 quarters.
Dynamic Technology Lab's Boston Private Financial Holdings, Inc. position peaked at $566K in Q2 2018.
175 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2019.

Based on Dynamic Technology Lab's 13F filing for Q1 2019, filed 13 May 2019.