HighTower Advisors
BPFH

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

HighTower 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
2013
Q4 		– Sell
-42,674
Closed -$473K – 1626
2013
Q3 		$473K Buy
+42,674
New +$467K 0.01% 864

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

HighTower Advisors's BPFH Position: Q4 2013 in Review

HighTower Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2013, closing a stake of 42,674 shares — an estimated $473K sold.

HighTower Advisors first reported a position in BPFH in Q3 2013 and held it in 1 quarter. The position peaked at $473K in Q3 2013. 151 funds tracked by Wall St. Rank hold BPFH as of Q4 2013.

  • HighTower Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2013 after selling out during the quarter.
  • HighTower Advisors sold 42,674 Boston Private Financial Holdings, Inc. shares in Q4 2013, an estimated $473K.
  • HighTower Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q3 2013 and held it in 1 quarter.
  • HighTower Advisors's Boston Private Financial Holdings, Inc. position peaked at $473K in Q3 2013.
  • 151 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2013.

Based on HighTower Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.