NFA
BPFH

Nationwide Fund Advisors’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Nationwide Fund Advisors’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
Q4 		– Sell
-70,309
Closed -$1.16M – 2567
2017
Q3 		$1.16M Sell
70,309
-500
-0.7% -$7.56K ﹤0.01% 1700
2017
Q2 		$1.09M Buy
70,809
+397
+0.6% +$6.15K ﹤0.01% 1738
2017
Q1 		$1.16M Sell
70,412
-3,815
-5% -$63.5K ﹤0.01% 1666
2016
Q4 		$1.23M Sell
74,227
-3,817
-5% -$55.3K 0.01% 1659
2016
Q3 		$1M Buy
78,044
+858
+1% +$10.6K ﹤0.01% 1786
2016
Q2 		$909K Buy
77,186
+79
+0.1% +$951 ﹤0.01% 1787
2016
Q1 		$900K Sell
77,107
-1,478
-2% -$15.6K ﹤0.01% 1774
2015
Q4 		$891K Buy
78,585
+1,063
+1% +$12.4K ﹤0.01% 1785
2015
Q3 		$907K Hold
77,522
– – ﹤0.01% 1780
2015
Q2 		$1.04M Sell
77,522
-6,615
-8% -$84.7K ﹤0.01% 1823
2015
Q1 		$1.02M Buy
84,137
+372
+0.4% +$4.58K ﹤0.01% 1868
2014
Q4 		$1.13M Sell
83,765
-1,621
-2% -$20.8K ﹤0.01% 1746
2014
Q3 		$1.06M Sell
85,386
-141
-0.2% -$1.78K ﹤0.01% 1797
2014
Q2 		$1.15M Sell
85,527
-144
-0.2% -$1.85K ﹤0.01% 1779
2014
Q1 		$1.16M Sell
85,671
-1,079
-1% -$13.8K 0.01% 1655
2013
Q4 		$1.09M Sell
86,750
-1,981
-2% -$23K ﹤0.01% 1816
2013
Q3 		$985K Sell
88,731
-48,465
-35% -$531K ﹤0.01% 1849
2013
Q2 		$1.46M Buy
+137,196
New +$1.35M 0.01% 1485

Other funds holding BPFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nationwide Fund Advisors's BPFH Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2017, closing a stake of 70,309 shares — an estimated $1.16M sold.

Nationwide Fund Advisors first reported a position in BPFH in Q2 2013 and held it in 18 quarters. The position peaked at $1.46M in Q2 2013. 165 funds tracked by Wall St. Rank hold BPFH as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 70,309 Boston Private Financial Holdings, Inc. shares in Q4 2017, an estimated $1.16M.
  • Nationwide Fund Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Boston Private Financial Holdings, Inc. position peaked at $1.46M in Q2 2013.
  • 165 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.