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

Gator 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
2018 Q2	–	Sell	-18,000	Closed	-$271K	–	114
2018 Q1	$271K	Buy	+18,000	New	+$273K	0.26%	91
2015 Q4	–	Sell	-64,393	Closed	-$753K	–	61
2015 Q3	$753K	Buy	64,393 +15,480	+32%	+$191K	1.24%	28
2015 Q2	$656K	Hold	48,913	–	–	0.9%	34
2015 Q1	$594K	Buy	48,913 +5,691	+13%	+$70K	0.83%	38
2014 Q4	$577K	Buy	+43,222	New	+$554K	0.72%	41

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gator Capital Management's BPFH Position: Q2 2018 in Review

Gator Capital Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2018, closing a stake of 18,000 shares — an estimated $271K sold.

Gator Capital Management first reported a position in BPFH in Q4 2014 and held it in 5 quarters. The position peaked at $753K in Q3 2015. 169 funds tracked by Wall St. Rank hold BPFH as of Q2 2018.

Gator Capital Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2018 after selling out during the quarter.
Gator Capital Management sold 18,000 Boston Private Financial Holdings, Inc. shares in Q2 2018, an estimated $271K.
Gator Capital Management first reported a position in Boston Private Financial Holdings, Inc. in Q4 2014 and held it in 5 quarters.
Gator Capital Management's Boston Private Financial Holdings, Inc. position peaked at $753K in Q3 2015.
169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2018.

Based on Gator Capital Management's 13F filing for Q2 2018, filed 3 Aug 2018.