RWML
BPFH

RAFFA WEALTH MANAGEMENT, LLC’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2017
Q1 		– Sell
-40
Closed -$662 – 886
2016
Q4 		$662 Hold
40
– – ﹤0.01% 622
2016
Q3 		$513 Hold
40
– – ﹤0.01% 717
2016
Q2 		$471 Buy
+40
New +$482 ﹤0.01% 714

Other funds holding BPFH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BPFH Position: Q1 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2017, closing a stake of 40 shares — an estimated $662 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BPFH in Q2 2016 and held it in 3 quarters. The position peaked at $662 in Q4 2016. 170 funds tracked by Wall St. Rank hold BPFH as of Q1 2017.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2017 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 40 Boston Private Financial Holdings, Inc. shares in Q1 2017, an estimated $662.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Boston Private Financial Holdings, Inc. in Q2 2016 and held it in 3 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Boston Private Financial Holdings, Inc. position peaked at $662 in Q4 2016.
  • 170 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2017, filed 27 Jul 2026.