Great Lakes Advisors’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Great Lakes Advisors’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
2017 Q2	–	Sell	-112,737	Closed	-$1.85M	–	614
2017 Q1	$1.85M	Buy	112,737 +17,485	+18%	+$291K	0.05%	283
2016 Q4	$1.58M	Sell	95,252 -943	-1%	-$13.7K	0.04%	296
2016 Q3	$1.23M	Sell	96,195 -24,417	-20%	-$303K	0.03%	329
2016 Q2	$1.42M	Buy	+120,612	New	+$1.45M	0.04%	315

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

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 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

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

BFC

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

Great Lakes Advisors's BPFH Position: Q2 2017 in Review

Great Lakes Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2017, closing a stake of 112,737 shares — an estimated $1.85M sold.

Great Lakes Advisors first reported a position in BPFH in Q2 2016 and held it in 4 quarters. The position peaked at $1.85M in Q1 2017. 160 funds tracked by Wall St. Rank hold BPFH as of Q2 2017.

Great Lakes Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2017 after selling out during the quarter.
Great Lakes Advisors sold 112,737 Boston Private Financial Holdings, Inc. shares in Q2 2017, an estimated $1.85M.
Great Lakes Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q2 2016 and held it in 4 quarters.
Great Lakes Advisors's Boston Private Financial Holdings, Inc. position peaked at $1.85M in Q1 2017.
160 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2017.

Based on Great Lakes Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.