UBS’s Boston Private Financial Holdings, Inc. BPFHP Stock Holding History

UBS’s Portfolio BPFHP Stock Details BPFHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-137	Closed	-$3K	–	11041
2014 Q2	$3K	Sell	137 -164	-54%	-$3.96K	﹤0.01%	9907
2014 Q1	$7K	Buy	+301	New	+$6.95K	﹤0.01%	9294

Other funds holding BPFHP

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return

American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS's BPFHP Position: Q3 2014 in Review

UBS sold out of Boston Private Financial Holdings, Inc. (BPFHP) in Q3 2014, closing a stake of 137 shares — an estimated $3K sold.

UBS first reported a position in BPFHP in Q1 2014 and held it in 2 quarters. The position peaked at $7K in Q1 2014. 9 funds tracked by Wall St. Rank hold BPFHP as of Q3 2014.

UBS reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2014 after selling out during the quarter.
UBS sold 137 Boston Private Financial Holdings, Inc. shares in Q3 2014, an estimated $3K.
UBS first reported a position in Boston Private Financial Holdings, Inc. in Q1 2014 and held it in 2 quarters.
UBS's Boston Private Financial Holdings, Inc. position peaked at $7K in Q1 2014.
9 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.