KT
BPFH

Kanaly Trust’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Kanaly Trust’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
2016
Q4 		$0 Hold
19
– – ﹤0.01% 959
2016
Q3 		$0 Hold
19
– – ﹤0.01% 953
2016
Q2 		$0 Buy
+19
New +$229 ﹤0.01% 961

Other funds holding BPFH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kanaly Trust's BPFH Position: Q4 2016 in Review

Kanaly Trust held its Boston Private Financial Holdings, Inc. (BPFH) position steady in Q4 2016 at 19 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Kanaly Trust first reported a position in BPFH in Q2 2016 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold BPFH as of Q4 2016.

  • Kanaly Trust held 19 shares of Boston Private Financial Holdings, Inc. worth $0 as of Q4 2016.
  • Kanaly Trust left its Boston Private Financial Holdings, Inc. share count unchanged in Q4 2016.
  • Boston Private Financial Holdings, Inc. made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #959 holding.
  • Kanaly Trust first reported a position in Boston Private Financial Holdings, Inc. in Q2 2016 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.