First New York Securities’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

First New York Securities’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 Q3	–	Sell	-1,000	Closed	-$11K	–	497
2013 Q2	$11K	Buy	+1,000	New	+$9.83K	﹤0.01%	357

Other funds holding BPFH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First New York Securities's BPFH Position: Q3 2013 in Review

First New York Securities sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2013, closing a stake of 1,000 shares — an estimated $11K sold.

First New York Securities first reported a position in BPFH in Q2 2013 and held it in 1 quarter. The position peaked at $11K in Q2 2013. 143 funds tracked by Wall St. Rank hold BPFH as of Q3 2013.

First New York Securities reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2013 after selling out during the quarter.
First New York Securities sold 1,000 Boston Private Financial Holdings, Inc. shares in Q3 2013, an estimated $11K.
First New York Securities first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 1 quarter.
First New York Securities's Boston Private Financial Holdings, Inc. position peaked at $11K in Q2 2013.
143 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2013.

Based on First New York Securities's 13F filing for Q3 2013, filed 6 Nov 2013.