SCA
BPFH

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

Secor Capital 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
2014
Q1 		– Sell
-16,776
Closed -$212K – 411
2013
Q4 		$212K Buy
+16,776
New +$195K 0.08% 292

Other funds holding BPFH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Secor Capital Advisors's BPFH Position: Q1 2014 in Review

Secor Capital Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2014, closing a stake of 16,776 shares — an estimated $212K sold.

Secor Capital Advisors first reported a position in BPFH in Q4 2013 and held it in 1 quarter. The position peaked at $212K in Q4 2013. 155 funds tracked by Wall St. Rank hold BPFH as of Q1 2014.

  • Secor Capital Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2014 after selling out during the quarter.
  • Secor Capital Advisors sold 16,776 Boston Private Financial Holdings, Inc. shares in Q1 2014, an estimated $212K.
  • Secor Capital Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q4 2013 and held it in 1 quarter.
  • Secor Capital Advisors's Boston Private Financial Holdings, Inc. position peaked at $212K in Q4 2013.
  • 155 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2014.

Based on Secor Capital Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.