Wells Fargo
BPFHP

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

Wells Fargo’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
2015
Q1 		– Sell
-400
Closed -$10K – 6494
2014
Q4 		$10K Hold
400
– – ﹤0.01% 5650
2014
Q3 		$10K Hold
400
– – ﹤0.01% 5601
2014
Q2 		$10K Hold
400
– – ﹤0.01% 5651
2014
Q1 		$9K Hold
400
– – ﹤0.01% 5432
2013
Q4 		$9K Hold
400
– – ﹤0.01% 5229
2013
Q3 		$10K Buy
+400
New +$9.55K ﹤0.01% 5128

Other funds holding BPFHP

AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return

Wells Fargo's BPFHP Position: Q1 2015 in Review

Wells Fargo sold out of Boston Private Financial Holdings, Inc. (BPFHP) in Q1 2015, closing a stake of 400 shares — an estimated $10K sold.

Wells Fargo first reported a position in BPFHP in Q3 2013 and held it in 6 quarters. The position peaked at $10K in Q4 2014. 4 funds tracked by Wall St. Rank hold BPFHP as of Q1 2015.

  • Wells Fargo reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2015 after selling out during the quarter.
  • Wells Fargo sold 400 Boston Private Financial Holdings, Inc. shares in Q1 2015, an estimated $10K.
  • Wells Fargo first reported a position in Boston Private Financial Holdings, Inc. in Q3 2013 and held it in 6 quarters.
  • Wells Fargo's Boston Private Financial Holdings, Inc. position peaked at $10K in Q4 2014.
  • 4 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2015.

Based on Wells Fargo's 13F filing for Q1 2015, filed 12 May 2015.