NIMC
BPFHP

NWQ Investment Management Company’s Boston Private Financial Holdings, Inc. BPFHP Stock Holding History

NWQ Investment Management Company’s Portfolio BPFHP Stock Details BPFHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-98,900
Closed -$2.47M – 189
2014
Q4 		$2.47M Sell
98,900
-8,773
-8% -$219K 0.03% 151
2014
Q3 		$2.68M Buy
107,673
+16,050
+18% +$398K 0.03% 153
2014
Q2 		$2.28M Buy
91,623
+19,563
+27% +$473K 0.02% 151
2014
Q1 		$1.68M Buy
72,060
+32,300
+81% +$746K 0.01% 149
2013
Q4 		$849K Hold
39,760
– – 0.01% 152
2013
Q3 		$946K Buy
39,760
+16,160
+68% +$386K 0.01% 141
2013
Q2 		$586K Buy
+23,600
New +$595K 0.01% 137

Other funds holding BPFHP

AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return

NWQ Investment Management Company's BPFHP Position: Q1 2015 in Review

NWQ Investment Management Company sold out of Boston Private Financial Holdings, Inc. (BPFHP) in Q1 2015, closing a stake of 98,900 shares — an estimated $2.47M sold.

NWQ Investment Management Company first reported a position in BPFHP in Q2 2013 and held it in 7 quarters. The position peaked at $2.68M in Q3 2014. 4 funds tracked by Wall St. Rank hold BPFHP as of Q1 2015.

  • NWQ Investment Management Company reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2015 after selling out during the quarter.
  • NWQ Investment Management Company sold 98,900 Boston Private Financial Holdings, Inc. shares in Q1 2015, an estimated $2.47M.
  • NWQ Investment Management Company first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 7 quarters.
  • NWQ Investment Management Company's Boston Private Financial Holdings, Inc. position peaked at $2.68M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2015.

Based on NWQ Investment Management Company's 13F filing for Q1 2015, filed 14 May 2015.