ECM
BPFH

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

ETrade 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
2017
Q2 		– Sell
-17,455
Closed -$287K – 734
2017
Q1 		$287K Buy
17,455
+5,673
+48% +$94.4K 0.01% 540
2016
Q4 		$195K Buy
+11,782
New +$171K 0.01% 548

Other funds holding BPFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
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

ETrade Capital Management's BPFH Position: Q2 2017 in Review

ETrade Capital Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2017, closing a stake of 17,455 shares — an estimated $287K sold.

ETrade Capital Management first reported a position in BPFH in Q4 2016 and held it in 2 quarters. The position peaked at $287K in Q1 2017. 160 funds tracked by Wall St. Rank hold BPFH as of Q2 2017.

  • ETrade Capital Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2017 after selling out during the quarter.
  • ETrade Capital Management sold 17,455 Boston Private Financial Holdings, Inc. shares in Q2 2017, an estimated $287K.
  • ETrade Capital Management first reported a position in Boston Private Financial Holdings, Inc. in Q4 2016 and held it in 2 quarters.
  • ETrade Capital Management's Boston Private Financial Holdings, Inc. position peaked at $287K in Q1 2017.
  • 160 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2017.

Based on ETrade Capital Management's 13F filing for Q2 2017, filed 11 Aug 2017.