NIT
BPFH

NumerixS Investment Technologies’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

NumerixS Investment Technologies’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
-1,800
Closed -$30K – 1433
2017
Q3 		$30K Buy
1,800
+1,100
+157% +$16.6K 0.01% 1007
2017
Q2 		$11K Buy
+700
New +$10.9K ﹤0.01% 1052

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 $61.9B AUM 29.81% 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

NumerixS Investment Technologies's BPFH Position: Q4 2017 in Review

NumerixS Investment Technologies sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2017, closing a stake of 1,800 shares — an estimated $30K sold.

NumerixS Investment Technologies first reported a position in BPFH in Q2 2017 and held it in 2 quarters. The position peaked at $30K in Q3 2017. 165 funds tracked by Wall St. Rank hold BPFH as of Q4 2017.

  • NumerixS Investment Technologies reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2017 after selling out during the quarter.
  • NumerixS Investment Technologies sold 1,800 Boston Private Financial Holdings, Inc. shares in Q4 2017, an estimated $30K.
  • NumerixS Investment Technologies first reported a position in Boston Private Financial Holdings, Inc. in Q2 2017 and held it in 2 quarters.
  • NumerixS Investment Technologies's Boston Private Financial Holdings, Inc. position peaked at $30K in Q3 2017.
  • 165 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2017.

Based on NumerixS Investment Technologies's 13F filing for Q4 2017, filed 13 Feb 2018.