Granite Investment Partners’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Granite Investment Partners’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 Q3	–	Sell	-612,452	Closed	-$9.74M	–	342
2018 Q2	$9.74M	Buy	612,452 +2,250	+0.4%	+$37K	0.62%	77
2018 Q1	$9.17M	Sell	610,202 -12,720	-2%	-$193K	0.61%	78
2017 Q4	$9.62M	Buy	622,922 +44,468	+8%	+$709K	0.61%	74
2017 Q3	$9.57M	Buy	578,454 +33,915	+6%	+$513K	0.6%	74
2017 Q2	$8.36M	Buy	544,539 +14,175	+3%	+$220K	0.56%	76
2017 Q1	$8.7M	Sell	530,364 -185,104	-26%	-$3.08M	0.6%	77
2016 Q4	$11.8M	Sell	715,468 -22,029	-3%	-$319K	0.87%	29
2016 Q3	$9.46M	Buy	737,497 +159,455	+28%	+$1.98M	0.71%	51
2016 Q2	$6.81M	Buy	578,042 +25,814	+5%	+$311K	0.54%	79
2016 Q1	$6.32M	Buy	552,228 +9,465	+2%	+$100K	0.57%	59
2015 Q4	$6.16M	Sell	542,763 -9,292	-2%	-$108K	0.56%	73
2015 Q3	$6.46M	Buy	552,055 +91,949	+20%	+$1.14M	0.62%	60
2015 Q2	$6.17M	Sell	460,106 -59,914	-12%	-$767K	0.57%	67
2015 Q1	$6.32M	Buy	520,020 +278,453	+115%	+$3.42M	0.54%	72
2014 Q4	$3.25M	Buy	241,567 +92,018	+62%	+$1.18M	0.37%	86
2014 Q3	$1.85M	Buy	149,549 +68,372	+84%	+$862K	0.25%	114
2014 Q2	$1.09M	Buy	+81,177	New	+$1.04M	0.15%	137

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

CRM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Granite Investment Partners's BPFH Position: Q3 2018 in Review

Granite Investment Partners sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2018, closing a stake of 612,452 shares — an estimated $9.74M sold.

Granite Investment Partners first reported a position in BPFH in Q2 2014 and held it in 17 quarters. The position peaked at $11.8M in Q4 2016. 161 funds tracked by Wall St. Rank hold BPFH as of Q3 2018.

Granite Investment Partners reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2018 after selling out during the quarter.
Granite Investment Partners sold 612,452 Boston Private Financial Holdings, Inc. shares in Q3 2018, an estimated $9.74M.
Granite Investment Partners first reported a position in Boston Private Financial Holdings, Inc. in Q2 2014 and held it in 17 quarters.
Granite Investment Partners's Boston Private Financial Holdings, Inc. position peaked at $11.8M in Q4 2016.
161 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2018.

Based on Granite Investment Partners's 13F filing for Q3 2018, filed 8 Nov 2018.