GSC
BPFH

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

Ground Swell 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
2014
Q3 		– Sell
-363
Closed -$5K – 2908
2014
Q2 		$5K Buy
+363
New +$4.65K 0.01% 1120

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ground Swell Capital's BPFH Position: Q3 2014 in Review

Ground Swell Capital sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2014, closing a stake of 363 shares — an estimated $5K sold.

Ground Swell Capital first reported a position in BPFH in Q2 2014 and held it in 1 quarter. The position peaked at $5K in Q2 2014. 157 funds tracked by Wall St. Rank hold BPFH as of Q3 2014.

  • Ground Swell Capital reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 363 Boston Private Financial Holdings, Inc. shares in Q3 2014, an estimated $5K.
  • Ground Swell Capital first reported a position in Boston Private Financial Holdings, Inc. in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Boston Private Financial Holdings, Inc. position peaked at $5K in Q2 2014.
  • 157 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.