WEC
BPFH

Winslow Evans & Crocker’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Winslow Evans & Crocker’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
2014
Q1 		– Sell
-1,300
Closed -$16K – 1418
2013
Q4 		$16K Buy
+1,300
New +$15.1K 0.01% 773

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Winslow Evans & Crocker's BPFH Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2014, closing a stake of 1,300 shares — an estimated $16K sold.

Winslow Evans & Crocker first reported a position in BPFH in Q4 2013 and held it in 1 quarter. The position peaked at $16K in Q4 2013. 155 funds tracked by Wall St. Rank hold BPFH as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,300 Boston Private Financial Holdings, Inc. shares in Q1 2014, an estimated $16K.
  • Winslow Evans & Crocker first reported a position in Boston Private Financial Holdings, Inc. in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's Boston Private Financial Holdings, Inc. position peaked at $16K in Q4 2013.
  • 155 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.