WTB
BPFH

Washington Trust Bank’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Washington Trust Bank’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
Q3 		– Sell
-16,850
Closed -$259K – 726
2017
Q2 		$259K Buy
+16,850
New +$261K 0.06% 177

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Washington Trust Bank's BPFH Position: Q3 2017 in Review

Washington Trust Bank sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2017, closing a stake of 16,850 shares — an estimated $259K sold.

Washington Trust Bank first reported a position in BPFH in Q2 2017 and held it in 1 quarter. The position peaked at $259K in Q2 2017. 156 funds tracked by Wall St. Rank hold BPFH as of Q3 2017.

  • Washington Trust Bank reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2017 after selling out during the quarter.
  • Washington Trust Bank sold 16,850 Boston Private Financial Holdings, Inc. shares in Q3 2017, an estimated $259K.
  • Washington Trust Bank first reported a position in Boston Private Financial Holdings, Inc. in Q2 2017 and held it in 1 quarter.
  • Washington Trust Bank's Boston Private Financial Holdings, Inc. position peaked at $259K in Q2 2017.
  • 156 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2017.

Based on Washington Trust Bank's 13F filing for Q3 2017, filed 5 Oct 2017.