U
BPFHW

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

UBS’s Portfolio BPFHW Stock Details BPFHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-510
Closed -$3K – 11071
2013
Q4 		$3K Buy
+510
New +$2.51K ﹤0.01% 9920

Other funds holding BPFHW

PG
PEAK6 Group Chicago, Illinois $23.4B AUM 17.65% 1-Year Est. Return
JCP
Jabre Capital Partners Geneva, Switzerland $87.8M AUM 5.24% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
APU
Alpine Partners USVI St. Thomas, U.S. Virgin Islands $30.1M AUM

UBS's BPFHW Position: Q1 2014 in Review

UBS sold out of Boston Private Financial Holdings, Inc. WTS (BPFHW) in Q1 2014, closing a stake of 510 shares — an estimated $3K sold.

UBS first reported a position in BPFHW in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 9 funds tracked by Wall St. Rank hold BPFHW as of Q1 2014.

  • UBS reported no remaining Boston Private Financial Holdings, Inc. WTS position as of Q1 2014 after selling out during the quarter.
  • UBS sold 510 Boston Private Financial Holdings, Inc. WTS shares in Q1 2014, an estimated $3K.
  • UBS first reported a position in Boston Private Financial Holdings, Inc. WTS in Q4 2013 and held it in 1 quarter.
  • UBS's Boston Private Financial Holdings, Inc. WTS position peaked at $3K in Q4 2013.
  • 9 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. WTS as of Q1 2014.

Based on UBS's 13F filing for Q1 2014, filed 15 May 2014.