Wolverine Trading
BPFH

Wolverine Trading’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Wolverine Trading’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
2018
Q3 		– Sell
-10,600
Closed -$160K – 6238
2018
Q2 		$160K Hold
10,600
– – ﹤0.01% 4525
2018
Q1 		$160K Sell
10,600
-3,800
-26% -$57.6K ﹤0.01% 4525
2017
Q4 		$222K Buy
14,400
+4,100
+40% +$65.4K ﹤0.01% 4015
2017
Q3 		$170K Buy
+10,300
New +$156K ﹤0.01% 3892

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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wolverine Trading's BPFH Position: Q1 2018 in Review

Wolverine Trading sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2018, closing a stake of 11,871 shares — an estimated $180K sold.

Wolverine Trading first reported a position in BPFH in Q3 2017 and held it in 2 quarters. The position peaked at $183K in Q4 2017. 164 funds tracked by Wall St. Rank hold BPFH as of Q1 2018.

  • Wolverine Trading reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2018 after selling out during the quarter.
  • Wolverine Trading sold 11,871 Boston Private Financial Holdings, Inc. shares in Q1 2018, an estimated $180K.
  • Wolverine Trading first reported a position in Boston Private Financial Holdings, Inc. in Q3 2017 and held it in 2 quarters.
  • Wolverine Trading's Boston Private Financial Holdings, Inc. position peaked at $183K in Q4 2017.
  • 164 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2018.

Based on Wolverine Trading's 13F filing for Q1 2018, filed 15 May 2018.