Independent Portfolio Consultants’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Independent Portfolio Consultants’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	$10K	Sell	655 -10	-2%	-$155	﹤0.01%	725
2017 Q1	$11K	Sell	665 -365	-35%	-$6.08K	﹤0.01%	745
2016 Q4	$17K	Buy	1,030 +190	+23%	+$2.75K	0.01%	642
2016 Q3	$11K	Buy	840 +30	+4%	+$372	﹤0.01%	671
2016 Q2	$10K	Sell	810 -310	-28%	-$3.73K	﹤0.01%	704
2016 Q1	$13K	Buy	1,120 +360	+47%	+$3.8K	﹤0.01%	701
2015 Q4	$9K	Hold	760	–	–	﹤0.01%	721
2015 Q3	$9K	Buy	760 +555	+271%	+$6.85K	﹤0.01%	734
2015 Q2	$3K	Hold	205	–	–	﹤0.01%	818
2015 Q1	$2K	Hold	205	–	–	﹤0.01%	895
2014 Q4	$3K	Buy	+205	New	+$2.63K	﹤0.01%	759

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

Independent Portfolio Consultants's BPFH Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Boston Private Financial Holdings, Inc. (BPFH) stake by 1.5% in Q2 2017, selling an estimated $155 and leaving 655 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Independent Portfolio Consultants first reported a position in BPFH in Q4 2014 and has held it in 11 quarters since. The position peaked at $17K in Q4 2016. 160 funds tracked by Wall St. Rank hold BPFH as of Q2 2017.

Independent Portfolio Consultants held 655 shares of Boston Private Financial Holdings, Inc. worth $10K as of Q2 2017.
Independent Portfolio Consultants sold 10 Boston Private Financial Holdings, Inc. shares in Q2 2017, an estimated $155.
Boston Private Financial Holdings, Inc. made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #725 holding.
Independent Portfolio Consultants first reported a position in Boston Private Financial Holdings, Inc. in Q4 2014 and has held it in 11 quarters since.
Independent Portfolio Consultants's Boston Private Financial Holdings, Inc. position peaked at $17K in Q4 2016.
160 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.