SC
BPFH

Seawolf Capital’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Seawolf Capital’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
2015
Q2 		– Sell
-358,788
Closed -$4.36M – 71
2015
Q1 		$4.36M Buy
+358,788
New +$4.41M 0.85% 37

Other funds holding BPFH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Seawolf Capital's BPFH Position: Q2 2015 in Review

Seawolf Capital sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2015, closing a stake of 358,788 shares — an estimated $4.36M sold.

Seawolf Capital first reported a position in BPFH in Q1 2015 and held it in 1 quarter. The position peaked at $4.36M in Q1 2015. 163 funds tracked by Wall St. Rank hold BPFH as of Q2 2015.

  • Seawolf Capital reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2015 after selling out during the quarter.
  • Seawolf Capital sold 358,788 Boston Private Financial Holdings, Inc. shares in Q2 2015, an estimated $4.36M.
  • Seawolf Capital first reported a position in Boston Private Financial Holdings, Inc. in Q1 2015 and held it in 1 quarter.
  • Seawolf Capital's Boston Private Financial Holdings, Inc. position peaked at $4.36M in Q1 2015.
  • 163 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2015.

Based on Seawolf Capital's 13F filing for Q2 2015, filed 14 Aug 2015.