PG
BPFH

PEAK6 Group’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

PEAK6 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
Q3 		– Sell
-1,405
Closed -$22K – 5263
2017
Q2 		$22K Sell
1,405
-1,491
-51% -$23.1K ﹤0.01% 4302
2017
Q1 		$47K Buy
+2,896
New +$48.2K ﹤0.01% 3867
2015
Q4 		– Sell
-38,022
Closed -$445K – 5511
2015
Q3 		$445K Buy
38,022
+19,366
+104% +$239K ﹤0.01% 2979
2015
Q2 		$250K Buy
+18,656
New +$239K ﹤0.01% 3503

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

PEAK6 Group's BPFH Position: Q3 2017 in Review

PEAK6 Group sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2017, closing a stake of 1,405 shares — an estimated $22K sold.

PEAK6 Group first reported a position in BPFH in Q2 2015 and held it in 4 quarters. The position peaked at $445K in Q3 2015. 156 funds tracked by Wall St. Rank hold BPFH as of Q3 2017.

  • PEAK6 Group reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2017 after selling out during the quarter.
  • PEAK6 Group sold 1,405 Boston Private Financial Holdings, Inc. shares in Q3 2017, an estimated $22K.
  • PEAK6 Group first reported a position in Boston Private Financial Holdings, Inc. in Q2 2015 and held it in 4 quarters.
  • PEAK6 Group's Boston Private Financial Holdings, Inc. position peaked at $445K in Q3 2015.
  • 156 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2017.

Based on PEAK6 Group's 13F filing for Q3 2017, filed 14 Nov 2017.