Perennial Advisors’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Perennial Advisors’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 Q2	–	Sell	-1,200	Closed	-$20K	–	205
2017 Q1	$20K	Hold	1,200	–	–	0.02%	123
2016 Q4	$20K	Buy	+1,200	New	+$17.4K	0.02%	128

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

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 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

Goldman Sachs New York $871B AUM 31.28% 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

Perennial Advisors's BPFH Position: Q2 2017 in Review

Perennial Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2017, closing a stake of 1,200 shares — an estimated $20K sold.

Perennial Advisors first reported a position in BPFH in Q4 2016 and held it in 2 quarters. The position peaked at $20K in Q1 2017. 160 funds tracked by Wall St. Rank hold BPFH as of Q2 2017.

Perennial Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2017 after selling out during the quarter.
Perennial Advisors sold 1,200 Boston Private Financial Holdings, Inc. shares in Q2 2017, an estimated $20K.
Perennial Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q4 2016 and held it in 2 quarters.
Perennial Advisors's Boston Private Financial Holdings, Inc. position peaked at $20K in Q1 2017.
160 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2017.

Based on Perennial Advisors's 13F filing for Q2 2017, filed 31 Jul 2017.