Neuberger Berman Group’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Neuberger Berman Group’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 Q1	–	Sell	-10,000	Closed	-$166K	–	1663
2016 Q4	$166K	Hold	10,000	–	–	﹤0.01%	1550
2016 Q3	$128K	Hold	10,000	–	–	﹤0.01%	1552
2016 Q2	$118K	Hold	10,000	–	–	﹤0.01%	1508
2016 Q1	$114K	Hold	10,000	–	–	﹤0.01%	1460
2015 Q4	$113K	Sell	10,000 -110	-1%	-$1.28K	﹤0.01%	1464
2015 Q3	$118K	Hold	10,110	–	–	﹤0.01%	1483
2015 Q2	$136K	Sell	10,110 -339	-3%	-$4.34K	﹤0.01%	1524
2015 Q1	$127K	Sell	10,449 -60	-0.6%	-$738	﹤0.01%	1568
2014 Q4	$141K	Hold	10,509	–	–	﹤0.01%	1594
2014 Q3	$130K	Sell	10,509 -30	-0.3%	-$378	﹤0.01%	1609
2014 Q2	$142K	Hold	10,539	–	–	﹤0.01%	1653
2014 Q1	$142K	Buy	10,539 +294	+3%	+$3.77K	﹤0.01%	1571
2013 Q4	$129K	Sell	10,245 -105	-1%	-$1.22K	﹤0.01%	1569
2013 Q3	$115K	Sell	10,350 -18,000	-63%	-$197K	﹤0.01%	1563
2013 Q2	$302K	Buy	+28,350	New	+$279K	﹤0.01%	1399

Other funds holding BPFH

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

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

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

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

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

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Neuberger Berman Group's BPFH Position: Q1 2017 in Review

Neuberger Berman Group sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2017, closing a stake of 10,000 shares — an estimated $166K sold.

Neuberger Berman Group first reported a position in BPFH in Q2 2013 and held it in 15 quarters. The position peaked at $302K in Q2 2013. 170 funds tracked by Wall St. Rank hold BPFH as of Q1 2017.

Neuberger Berman Group reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2017 after selling out during the quarter.
Neuberger Berman Group sold 10,000 Boston Private Financial Holdings, Inc. shares in Q1 2017, an estimated $166K.
Neuberger Berman Group first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 15 quarters.
Neuberger Berman Group's Boston Private Financial Holdings, Inc. position peaked at $302K in Q2 2013.
170 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2017.

Based on Neuberger Berman Group's 13F filing for Q1 2017, filed 10 May 2017.