Nine Chapters Capital Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Nine Chapters Capital Management’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
2015 Q1	–	Sell	-24,700	Closed	-$333K	–	1193
2014 Q4	$333K	Buy	24,700 +3,200	+15%	+$41K	0.03%	649
2014 Q3	$266K	Buy	+21,500	New	+$271K	0.02%	752
2014 Q2	–	Sell	-28,000	Closed	-$379K	–	1183
2014 Q1	$379K	Buy	+28,000	New	+$359K	0.04%	532

Other funds holding BPFH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Nine Chapters Capital Management's BPFH Position: Q1 2015 in Review

Nine Chapters Capital Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2015, closing a stake of 24,700 shares — an estimated $333K sold.

Nine Chapters Capital Management first reported a position in BPFH in Q1 2014 and held it in 3 quarters. The position peaked at $379K in Q1 2014. 169 funds tracked by Wall St. Rank hold BPFH as of Q1 2015.

Nine Chapters Capital Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2015 after selling out during the quarter.
Nine Chapters Capital Management sold 24,700 Boston Private Financial Holdings, Inc. shares in Q1 2015, an estimated $333K.
Nine Chapters Capital Management first reported a position in Boston Private Financial Holdings, Inc. in Q1 2014 and held it in 3 quarters.
Nine Chapters Capital Management's Boston Private Financial Holdings, Inc. position peaked at $379K in Q1 2014.
169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2015.

Based on Nine Chapters Capital Management's 13F filing for Q1 2015, filed 15 May 2015.