ST
BPFH

Spot Trading’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Spot Trading’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 		$174K Hold
10,500
– – ﹤0.01% 2314
2017
Q2 		$161K Hold
10,500
– – ﹤0.01% 2355
2017
Q1 		$172K Buy
+10,500
New +$175K 0.01% 1993

Other funds holding BPFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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

Spot Trading's BPFH Position: Q3 2017 in Review

Spot Trading reduced its Boston Private Financial Holdings, Inc. (BPFH) stake by 70% in Q3 2017, selling an estimated $46.2K and leaving 1,302 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #2881.

Spot Trading first reported a position in BPFH in Q1 2017 and has held it in 3 quarters since. The position peaked at $67K in Q2 2017. 156 funds tracked by Wall St. Rank hold BPFH as of Q3 2017.

  • Spot Trading held 1,302 shares of Boston Private Financial Holdings, Inc. worth $22K as of Q3 2017.
  • Spot Trading sold 3,055 Boston Private Financial Holdings, Inc. shares in Q3 2017, an estimated $46.2K.
  • Boston Private Financial Holdings, Inc. made up ﹤0.01% of Spot Trading's portfolio in Q3 2017, its #2881 holding.
  • Spot Trading first reported a position in Boston Private Financial Holdings, Inc. in Q1 2017 and has held it in 3 quarters since.
  • Spot Trading's Boston Private Financial Holdings, Inc. position peaked at $67K in Q2 2017.
  • 156 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.