GC
BPFH

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

GMT Capital’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
-61,200
Closed -$679K – 94
2013
Q3 		$679K Hold
61,200
– – 0.02% 89
2013
Q2 		$651K Buy
+61,200
New +$602K 0.01% 91

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

GMT Capital's BPFH Position: Q4 2013 in Review

GMT Capital sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2013, closing a stake of 61,200 shares — an estimated $679K sold.

GMT Capital first reported a position in BPFH in Q2 2013 and held it in 2 quarters. The position peaked at $679K in Q3 2013. 151 funds tracked by Wall St. Rank hold BPFH as of Q4 2013.

  • GMT Capital reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2013 after selling out during the quarter.
  • GMT Capital sold 61,200 Boston Private Financial Holdings, Inc. shares in Q4 2013, an estimated $679K.
  • GMT Capital first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 2 quarters.
  • GMT Capital's Boston Private Financial Holdings, Inc. position peaked at $679K in Q3 2013.
  • 151 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2013.

Based on GMT Capital's 13F filing for Q4 2013, filed 13 Feb 2014.