WBC
BPFH

Westpac Banking Corp’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Westpac Banking Corp’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
2015
Q1 		– Sell
-9,519
Closed -$128K – 968
2014
Q4 		$128K Buy
9,519
+4,115
+76% +$52.8K ﹤0.01% 917
2014
Q3 		$67K Buy
+5,404
New +$68.1K ﹤0.01% 921

Other funds holding BPFH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Westpac Banking Corp's BPFH Position: Q1 2015 in Review

Westpac Banking Corp sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2015, closing a stake of 9,519 shares — an estimated $128K sold.

Westpac Banking Corp first reported a position in BPFH in Q3 2014 and held it in 2 quarters. The position peaked at $128K in Q4 2014. 169 funds tracked by Wall St. Rank hold BPFH as of Q1 2015.

  • Westpac Banking Corp reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2015 after selling out during the quarter.
  • Westpac Banking Corp sold 9,519 Boston Private Financial Holdings, Inc. shares in Q1 2015, an estimated $128K.
  • Westpac Banking Corp first reported a position in Boston Private Financial Holdings, Inc. in Q3 2014 and held it in 2 quarters.
  • Westpac Banking Corp's Boston Private Financial Holdings, Inc. position peaked at $128K in Q4 2014.
  • 169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2015.

Based on Westpac Banking Corp's 13F filing for Q1 2015, filed 12 May 2015.