MGIA
BHBK

Moneta Group Investment Advisors’s Blue Hills Bancorp, Inc. BHBK Stock Holding History

Moneta Group Investment Advisors’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
2015
Q4 		– Sell
-1,970
Closed -$27K – 478
2015
Q3 		$27K Buy
+1,970
New +$28.3K 0.01% 290

Other funds holding BHBK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Moneta Group Investment Advisors's BHBK Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Blue Hills Bancorp, Inc. (BHBK) in Q4 2015, closing a stake of 1,970 shares — an estimated $27K sold.

Moneta Group Investment Advisors first reported a position in BHBK in Q3 2015 and held it in 1 quarter. The position peaked at $27K in Q3 2015. 83 funds tracked by Wall St. Rank hold BHBK as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Blue Hills Bancorp, Inc. position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,970 Blue Hills Bancorp, Inc. shares in Q4 2015, an estimated $27K.
  • Moneta Group Investment Advisors first reported a position in Blue Hills Bancorp, Inc. in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Blue Hills Bancorp, Inc. position peaked at $27K in Q3 2015.
  • 83 funds tracked by Wall St. Rank held Blue Hills Bancorp, Inc. as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.