SC
BPFH

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

Sumit 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
2014
Q4 		– Sell
-25,196
Closed -$312K – 78
2014
Q3 		$312K Buy
+25,196
New +$318K 1.23% 15

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sumit Capital's BPFH Position: Q4 2014 in Review

Sumit Capital sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2014, closing a stake of 25,196 shares — an estimated $312K sold.

Sumit Capital first reported a position in BPFH in Q3 2014 and held it in 1 quarter. The position peaked at $312K in Q3 2014. 153 funds tracked by Wall St. Rank hold BPFH as of Q4 2014.

  • Sumit Capital reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2014 after selling out during the quarter.
  • Sumit Capital sold 25,196 Boston Private Financial Holdings, Inc. shares in Q4 2014, an estimated $312K.
  • Sumit Capital first reported a position in Boston Private Financial Holdings, Inc. in Q3 2014 and held it in 1 quarter.
  • Sumit Capital's Boston Private Financial Holdings, Inc. position peaked at $312K in Q3 2014.
  • 153 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2014.

Based on Sumit Capital's 13F filing for Q4 2014, filed 9 Feb 2015.