Jacobus Wealth Management’s Blue Hills Bancorp, Inc. BHBK Stock Holding History

Jacobus Wealth Management’s Portfolio BHBK Stock Details BHBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	$726K	Hold	37,800	–	–	0.19%	82
2017 Q2	$677K	Hold	37,800	–	–	0.18%	87
2017 Q1	$675K	Hold	37,800	–	–	0.19%	85
2016 Q4	$709K	Hold	37,800	–	–	0.21%	81
2016 Q3	$568K	Hold	37,800	–	–	0.17%	95
2016 Q2	$558K	Hold	37,800	–	–	0.17%	90
2016 Q1	$517K	Hold	37,800	–	–	0.15%	115
2015 Q4	$579K	Hold	37,800	–	–	0.17%	110
2015 Q3	$524K	Hold	37,800	–	–	0.15%	110
2015 Q2	$529K	Hold	37,800	–	–	0.13%	127
2015 Q1	$500K	Hold	37,800	–	–	0.13%	119
2014 Q4	$513K	Hold	37,800	–	–	0.13%	121
2014 Q3	$496K	Buy	+37,800	New	+$485K	0.14%	128

Other funds holding BHBK

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LBS

Lawrence B. Seidman $79.8M AUM 15.9% 1-Year Est. Return

Jacobus Wealth Management's BHBK Position: Q3 2017 in Review

Jacobus Wealth Management held its Blue Hills Bancorp, Inc. (BHBK) position steady in Q3 2017 at 37,800 shares worth $726K. The position accounts for 0.19% of the portfolio, ranked #82.

Jacobus Wealth Management first reported a position in BHBK in Q3 2014 and has held it in 13 quarters since. 80 funds tracked by Wall St. Rank hold BHBK as of Q3 2017.

Jacobus Wealth Management held 37,800 shares of Blue Hills Bancorp, Inc. worth $726K as of Q3 2017.
Jacobus Wealth Management left its Blue Hills Bancorp, Inc. share count unchanged in Q3 2017.
Blue Hills Bancorp, Inc. made up 0.19% of Jacobus Wealth Management's portfolio in Q3 2017, its #82 holding.
Jacobus Wealth Management first reported a position in Blue Hills Bancorp, Inc. in Q3 2014 and has held it in 13 quarters since.
80 funds tracked by Wall St. Rank held Blue Hills Bancorp, Inc. as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.