MSI Financial Services’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

MSI Financial Services’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	$11K	Hold	664	–	–	﹤0.01%	2777
2016 Q3	$9K	Hold	664	–	–	﹤0.01%	2865
2016 Q2	$8K	Hold	664	–	–	﹤0.01%	2910
2016 Q1	$8K	Hold	664	–	–	﹤0.01%	2946
2015 Q4	$8K	Buy	+664	New	+$7.72K	﹤0.01%	2854
2014 Q1	–	Sell	-4	Closed	–	–	2671
2013 Q4	$0	Buy	+4	New	+$46	﹤0.01%	2628

Other funds holding BPFH

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 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

MSI Financial Services's BPFH Position: Q4 2016 in Review

MSI Financial Services held its Boston Private Financial Holdings, Inc. (BPFH) position steady in Q4 2016 at 664 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2777.

MSI Financial Services first reported a position in BPFH in Q4 2013 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold BPFH as of Q4 2016.

MSI Financial Services held 664 shares of Boston Private Financial Holdings, Inc. worth $11K as of Q4 2016.
MSI Financial Services left its Boston Private Financial Holdings, Inc. share count unchanged in Q4 2016.
Boston Private Financial Holdings, Inc. made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2777 holding.
MSI Financial Services first reported a position in Boston Private Financial Holdings, Inc. in Q4 2013 and has held it in 6 quarters since.
173 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.