Wilmington Savings Fund Society’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Wilmington Savings Fund Society’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	-11,291	Closed	-$173K	–	353
2017 Q2	$173K	Hold	11,291	–	–	0.01%	332
2017 Q1	$185K	Hold	11,291	–	–	0.01%	324
2016 Q4	$187K	Hold	11,291	–	–	0.01%	315
2016 Q3	$145K	Hold	11,291	–	–	0.01%	322
2016 Q2	$133K	Hold	11,291	–	–	0.01%	326
2016 Q1	$129K	Hold	11,291	–	–	0.01%	336
2015 Q4	$128K	Hold	11,291	–	–	0.01%	343
2015 Q3	$132K	Hold	11,291	–	–	0.01%	342
2015 Q2	$151K	Hold	11,291	–	–	0.01%	347
2015 Q1	$137K	Hold	11,291	–	–	0.01%	348
2014 Q4	$152K	Hold	11,291	–	–	0.01%	353
2014 Q3	$140K	Hold	11,291	–	–	0.01%	363
2014 Q2	$152K	Hold	11,291	–	–	0.01%	376
2014 Q1	$153K	Hold	11,291	–	–	0.01%	379
2013 Q4	$142K	Hold	11,291	–	–	0.01%	380
2013 Q3	$125K	Hold	11,291	–	–	0.01%	384
2013 Q2	$120K	Buy	+11,291	New	+$111K	0.01%	381

Other funds holding BPFH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wilmington Savings Fund Society's BPFH Position: Q3 2017 in Review

Wilmington Savings Fund Society sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2017, closing a stake of 11,291 shares — an estimated $173K sold.

Wilmington Savings Fund Society first reported a position in BPFH in Q2 2013 and held it in 17 quarters. The position peaked at $187K in Q4 2016. 156 funds tracked by Wall St. Rank hold BPFH as of Q3 2017.

Wilmington Savings Fund Society reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2017 after selling out during the quarter.
Wilmington Savings Fund Society sold 11,291 Boston Private Financial Holdings, Inc. shares in Q3 2017, an estimated $173K.
Wilmington Savings Fund Society first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 17 quarters.
Wilmington Savings Fund Society's Boston Private Financial Holdings, Inc. position peaked at $187K in Q4 2016.
156 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2017.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2017, filed 14 Nov 2017.