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	-9,600	Closed	-$147K	–	5264
2017 Q2	$147K	Sell	9,600 -2,000	-17%	-$31K	﹤0.01%	3614
2017 Q1	$190K	Buy	+11,600	New	+$193K	﹤0.01%	3114
2015 Q4	–	Sell	-62,300	Closed	-$729K	–	5512
2015 Q3	$729K	Buy	62,300 +13,700	+28%	+$169K	﹤0.01%	2529
2015 Q2	$652K	Buy	+48,600	New	+$622K	﹤0.01%	2477

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 $61.9B AUM 29.81% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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.