Oberweis Asset Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Oberweis Asset 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
2018 Q4	–	Sell	-56,000	Closed	-$764K	–	228
2018 Q3	$764K	Buy	56,000 +4,300	+8%	+$62.8K	0.15%	125
2018 Q2	$822K	Buy	+51,700	New	+$850K	0.21%	116

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Oberweis Asset Management's BPFH Position: Q4 2018 in Review

Oberweis Asset Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2018, closing a stake of 56,000 shares — an estimated $764K sold.

Oberweis Asset Management first reported a position in BPFH in Q2 2018 and held it in 2 quarters. The position peaked at $822K in Q2 2018. 173 funds tracked by Wall St. Rank hold BPFH as of Q4 2018.

Oberweis Asset Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2018 after selling out during the quarter.
Oberweis Asset Management sold 56,000 Boston Private Financial Holdings, Inc. shares in Q4 2018, an estimated $764K.
Oberweis Asset Management first reported a position in Boston Private Financial Holdings, Inc. in Q2 2018 and held it in 2 quarters.
Oberweis Asset Management's Boston Private Financial Holdings, Inc. position peaked at $822K in Q2 2018.
173 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2018.

Based on Oberweis Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.