Regions Financial Corp’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Regions Financial Corp’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
2014 Q3	–	Sell	-17,000	Closed	-$228K	–	1160
2014 Q2	$228K	Hold	17,000	–	–	﹤0.01%	1030
2014 Q1	$230K	Sell	17,000 -1,050	-6%	-$13.4K	﹤0.01%	1020
2013 Q4	$228K	Sell	18,050 -7,950	-31%	-$92.2K	﹤0.01%	1020
2013 Q3	$288K	Buy	26,000 +2,600	+11%	+$28.5K	﹤0.01%	908
2013 Q2	$249K	Buy	+23,400	New	+$230K	﹤0.01%	943

Other funds holding BPFH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

BFC

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Regions Financial Corp's BPFH Position: Q3 2014 in Review

Regions Financial Corp sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2014, closing a stake of 17,000 shares — an estimated $228K sold.

Regions Financial Corp first reported a position in BPFH in Q2 2013 and held it in 5 quarters. The position peaked at $288K in Q3 2013. 157 funds tracked by Wall St. Rank hold BPFH as of Q3 2014.

Regions Financial Corp reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2014 after selling out during the quarter.
Regions Financial Corp sold 17,000 Boston Private Financial Holdings, Inc. shares in Q3 2014, an estimated $228K.
Regions Financial Corp first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 5 quarters.
Regions Financial Corp's Boston Private Financial Holdings, Inc. position peaked at $288K in Q3 2013.
157 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2014.

Based on Regions Financial Corp's 13F filing for Q3 2014, filed 27 Oct 2014.