ZIM
BPFH

Zacks Investment Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Zacks Investment Management’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
Q4 		– Sell
-53,757
Closed -$666K – 786
2014
Q3 		$666K Buy
+53,757
New +$678K 0.02% 337

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zacks Investment Management's BPFH Position: Q4 2014 in Review

Zacks Investment Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2014, closing a stake of 53,757 shares — an estimated $666K sold.

Zacks Investment Management first reported a position in BPFH in Q3 2014 and held it in 1 quarter. The position peaked at $666K in Q3 2014. 153 funds tracked by Wall St. Rank hold BPFH as of Q4 2014.

  • Zacks Investment Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2014 after selling out during the quarter.
  • Zacks Investment Management sold 53,757 Boston Private Financial Holdings, Inc. shares in Q4 2014, an estimated $666K.
  • Zacks Investment Management first reported a position in Boston Private Financial Holdings, Inc. in Q3 2014 and held it in 1 quarter.
  • Zacks Investment Management's Boston Private Financial Holdings, Inc. position peaked at $666K in Q3 2014.
  • 153 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2014.

Based on Zacks Investment Management's 13F filing for Q4 2014, filed 13 Feb 2015.