SW
BRKL

SVB Wealth’s Brookline Bancorp BRKL Stock Holding History

SVB Wealth’s Portfolio BRKL Stock Details BRKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15,478
Closed -$258K – 404
2018
Q3 		$258K Hold
15,478
– – 0.01% 384
2018
Q2 		$288K Hold
15,478
– – 0.01% 380
2018
Q1 		$251K Hold
15,478
– – 0.01% 395
2017
Q4 		$243K Buy
+15,478
New +$241K 0.01% 427
2015
Q4 		– Sell
-24,002
Closed -$243K – 544
2015
Q3 		$243K Buy
+24,002
New +$261K 0.01% 494

Other funds holding BRKL

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SVB Wealth's BRKL Position: Q4 2018 in Review

SVB Wealth sold out of Brookline Bancorp (BRKL) in Q4 2018, closing a stake of 15,478 shares — an estimated $258K sold.

SVB Wealth first reported a position in BRKL in Q3 2015 and held it in 5 quarters. The position peaked at $288K in Q2 2018. 188 funds tracked by Wall St. Rank hold BRKL as of Q4 2018.

  • SVB Wealth reported no remaining Brookline Bancorp position as of Q4 2018 after selling out during the quarter.
  • SVB Wealth sold 15,478 Brookline Bancorp shares in Q4 2018, an estimated $258K.
  • SVB Wealth first reported a position in Brookline Bancorp in Q3 2015 and held it in 5 quarters.
  • SVB Wealth's Brookline Bancorp position peaked at $288K in Q2 2018.
  • 188 funds tracked by Wall St. Rank held Brookline Bancorp as of Q4 2018.

Based on SVB Wealth's 13F filing for Q4 2018, filed 14 Feb 2019.