VFA
BHBK

Valeo Financial Advisors’s Blue Hills Bancorp, Inc. BHBK Stock Holding History

Valeo Financial Advisors’s Portfolio BHBK Stock Details BHBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,323
Closed -$27K – 1630
2017
Q4 		$27K Buy
+1,323
New +$27.3K ﹤0.01% 607

Other funds holding BHBK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valeo Financial Advisors's BHBK Position: Q1 2018 in Review

Valeo Financial Advisors sold out of Blue Hills Bancorp, Inc. (BHBK) in Q1 2018, closing a stake of 1,323 shares — an estimated $27K sold.

Valeo Financial Advisors first reported a position in BHBK in Q4 2017 and held it in 1 quarter. The position peaked at $27K in Q4 2017. 91 funds tracked by Wall St. Rank hold BHBK as of Q1 2018.

  • Valeo Financial Advisors reported no remaining Blue Hills Bancorp, Inc. position as of Q1 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,323 Blue Hills Bancorp, Inc. shares in Q1 2018, an estimated $27K.
  • Valeo Financial Advisors first reported a position in Blue Hills Bancorp, Inc. in Q4 2017 and held it in 1 quarter.
  • Valeo Financial Advisors's Blue Hills Bancorp, Inc. position peaked at $27K in Q4 2017.
  • 91 funds tracked by Wall St. Rank held Blue Hills Bancorp, Inc. as of Q1 2018.

Based on Valeo Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.