EBSAM
BPFH

Eubel Brady & Suttman Asset Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Eubel Brady & Suttman 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
2013
Q4 		– Sell
-10,595
Closed -$117K – 78
2013
Q3 		$117K Sell
10,595
-3,845
-27% -$42.1K 0.03% 79
2013
Q2 		$154K Buy
+14,440
New +$142K 0.04% 77

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Eubel Brady & Suttman Asset Management's BPFH Position: Q4 2013 in Review

Eubel Brady & Suttman Asset Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2013, closing a stake of 10,595 shares — an estimated $117K sold.

Eubel Brady & Suttman Asset Management first reported a position in BPFH in Q2 2013 and held it in 2 quarters. The position peaked at $154K in Q2 2013. 151 funds tracked by Wall St. Rank hold BPFH as of Q4 2013.

  • Eubel Brady & Suttman Asset Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2013 after selling out during the quarter.
  • Eubel Brady & Suttman Asset Management sold 10,595 Boston Private Financial Holdings, Inc. shares in Q4 2013, an estimated $117K.
  • Eubel Brady & Suttman Asset Management first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 2 quarters.
  • Eubel Brady & Suttman Asset Management's Boston Private Financial Holdings, Inc. position peaked at $154K in Q2 2013.
  • 151 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2013.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q4 2013, filed 11 Feb 2014.