Susquehanna Fundamental Investments’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Susquehanna Fundamental Investments’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
2019 Q1	–	Sell	-10,960	Closed	-$116K	–	445
2018 Q4	$116K	Buy	+10,960	New	+$138K	0.02%	296
2018 Q3	–	Sell	-19,699	Closed	-$313K	–	429
2018 Q2	$313K	Buy	+19,699	New	+$324K	0.05%	313

Other funds holding BPFH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Susquehanna Fundamental Investments's BPFH Position: Q1 2019 in Review

Susquehanna Fundamental Investments sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2019, closing a stake of 10,960 shares — an estimated $116K sold.

Susquehanna Fundamental Investments first reported a position in BPFH in Q2 2018 and held it in 2 quarters. The position peaked at $313K in Q2 2018. 175 funds tracked by Wall St. Rank hold BPFH as of Q1 2019.

Susquehanna Fundamental Investments reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2019 after selling out during the quarter.
Susquehanna Fundamental Investments sold 10,960 Boston Private Financial Holdings, Inc. shares in Q1 2019, an estimated $116K.
Susquehanna Fundamental Investments first reported a position in Boston Private Financial Holdings, Inc. in Q2 2018 and held it in 2 quarters.
Susquehanna Fundamental Investments's Boston Private Financial Holdings, Inc. position peaked at $313K in Q2 2018.
175 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2019.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2019, filed 15 May 2019.