WIC
BPFH

Woodmont Investment Counsel’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-22
Closed – – 676
2016
Q3 		$0 Buy
+22
New +$273 ﹤0.01% 748

Other funds holding BPFH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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 $552B AUM 44.19% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.69% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Woodmont Investment Counsel's BPFH Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2016, closing a stake of 22 shares.

Woodmont Investment Counsel first reported a position in BPFH in Q3 2016 and held it in 1 quarter. The position peaked at $0 in Q3 2016. 173 funds tracked by Wall St. Rank hold BPFH as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 22 Boston Private Financial Holdings, Inc. shares in Q4 2016.
  • Woodmont Investment Counsel first reported a position in Boston Private Financial Holdings, Inc. in Q3 2016 and held it in 1 quarter.
  • Woodmont Investment Counsel's Boston Private Financial Holdings, Inc. position peaked at $0 in Q3 2016.
  • 173 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.