Envestnet Asset Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Envestnet Asset 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
2017 Q3	–	Sell	-6,063	Closed	-$93K	–	3093
2017 Q2	$93K	Sell	6,063 -370	-6%	-$5.74K	﹤0.01%	2165
2017 Q1	$105K	Sell	6,433 -752	-10%	-$12.5K	﹤0.01%	2170
2016 Q4	$119K	Sell	7,185 -102	-1%	-$1.48K	﹤0.01%	2110
2016 Q3	$93K	Buy	7,287 +629	+9%	+$7.79K	﹤0.01%	2363
2016 Q2	$78K	Sell	6,658 -280	-4%	-$3.37K	﹤0.01%	2548
2016 Q1	$79K	Buy	+6,938	New	+$73.3K	﹤0.01%	2518
2015 Q4	–	Sell	-1,243	Closed	-$15K	–	3101
2015 Q3	$15K	Buy	+1,243	New	+$15.3K	﹤0.01%	2955

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 $71.2B AUM 41.74% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Envestnet Asset Management's BPFH Position: Q3 2017 in Review

Envestnet Asset Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2017, closing a stake of 6,063 shares — an estimated $93K sold.

Envestnet Asset Management first reported a position in BPFH in Q3 2015 and held it in 7 quarters. The position peaked at $119K in Q4 2016. 156 funds tracked by Wall St. Rank hold BPFH as of Q3 2017.

Envestnet Asset Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2017 after selling out during the quarter.
Envestnet Asset Management sold 6,063 Boston Private Financial Holdings, Inc. shares in Q3 2017, an estimated $93K.
Envestnet Asset Management first reported a position in Boston Private Financial Holdings, Inc. in Q3 2015 and held it in 7 quarters.
Envestnet Asset Management's Boston Private Financial Holdings, Inc. position peaked at $119K in Q4 2016.
156 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2017.

Based on Envestnet Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.