STA
BPFH

Summit Trail Advisors’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-311
Closed -$5K – 1895
2017
Q4 		$5K Buy
+311
New +$4.96K ﹤0.01% 1444

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Summit Trail Advisors's BPFH Position: Q1 2018 in Review

Summit Trail Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2018, closing a stake of 311 shares — an estimated $5K sold.

Summit Trail Advisors first reported a position in BPFH in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 164 funds tracked by Wall St. Rank hold BPFH as of Q1 2018.

  • Summit Trail Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 311 Boston Private Financial Holdings, Inc. shares in Q1 2018, an estimated $5K.
  • Summit Trail Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Boston Private Financial Holdings, Inc. position peaked at $5K in Q4 2017.
  • 164 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.