| Filed | As-Of/On | Form | Fullname | Fund Class | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypotheticals Return |
Hypotheticals Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
News Article |
History |
|---|
| 2009-11-20 | 2009-09-30 | N-Q | Oppenheimer Main Street Small Cap Fund - Oppenheimer Main Street Small Cap Fund | Small-Cap Core | | Sold All | -138,554 | -100 % | | | | 0.00 % | $0 | | | | | | News Article | History of Oppenheimer Main Street Small Cap Fund - Oppenheimer Main Street Small Cap Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-19 | 2009-09-30 | 13F-HR/A | Royal Bank Of Canada | Institution | | Sold All | -999 | -100 % | | | | 0.76 % | $-40 | | | | | | News Article | History of Royal Bank Of Canada Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-19 | 2009-09-30 | N-Q | William Blair Funds - Value Discovery Fund | Multi-Cap Core | 77,739 | Added More | 18,565 | 31.37 % | $404,243 | $407,352 | $3,110 | 0.76 % | $743 | | | | | | News Article | History of William Blair Funds - Value Discovery Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-18 | 2009-09-30 | 13F-HR | Jane Street Holding Llc | Institution | | Sold All | -12,430 | -100 % | | | | -2.78 % | $1,865 | | | | | | News Article | History of Jane Street Holding Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-18 | 2009-09-30 | N-Q | Umb Scout Funds - Small Cap Fund | Small-Cap Core | 38,193 | New Holding | 38,193 | 100 % | $205,860 | $200,131 | $-5,729 | -2.78 % | $-5,729 | | | | | | News Article | History of Umb Scout Funds - Small Cap Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Amvescap Plc | Institution | 39,045 | Added More | 26,819 | 219.36 % | $209,672 | $204,596 | $-5,076 | -2.42 % | $-3,486 | | | | | | News Article | History of Amvescap Plc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Credit Suisse First Boston | Institution | 65,331 | Sold Some | -18,994 | -22.52 % | $350,827 | $342,334 | $-8,493 | -2.42 % | $2,469 | | | | | | News Article | History of Credit Suisse First Boston Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR | Sand Hill Advisors Inc | Institution | 28,144 | New Holding | 28,144 | 100 % | $151,133 | $147,475 | $-3,659 | -2.42 % | $-3,659 | | | | | | News Article | History of Sand Hill Advisors Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR | Wells Fargo And Co | Institution | 978,815 | Sold Some | -1,355,329 | -58.06 % | $5,256,237 | $5,128,991 | $-127,246 | -2.42 % | $176,193 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Alger Fred Management Inc | Institution | 1,528,043 | Added More | 578,103 | 60.85 % | $7,869,421 | $8,006,945 | $137,524 | 1.74 % | $52,029 | | | | | | News Article | History of Alger Fred Management Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Algert Coldiron Investors Llc | Institution | 111,180 | Added More | 104,920 | 1676.03 % | $572,577 | $582,583 | $10,006 | 1.74 % | $9,443 | | | | | | News Article | History of Algert Coldiron Investors Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | American International Group Inc | Institution | 98,300 | Added More | 9 | 0.00 % | $506,245 | $515,092 | $8,847 | 1.74 % | $1 | | | | | | News Article | History of American International Group Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ancora Advisors Llc | Institution | 18,200 | Added More | 3,200 | 21.33 % | $93,730 | $95,368 | $1,638 | 1.74 % | $288 | | | | | | News Article | History of Ancora Advisors Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Aqr Capital Management Llc | Institution | 100,694 | Added More | 38,494 | 61.88 % | $518,574 | $527,637 | $9,062 | 1.74 % | $3,464 | | | | | | News Article | History of Aqr Capital Management Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Banc Funds Co Llc | Institution | 100,000 | No Change | 0 | 0 % | $515,000 | $524,000 | $9,000 | 1.74 % | $0 | | | | | | News Article | History of Banc Funds Co Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Citadel L P | Institution | 11,857 | Sold Some | -25,360 | -68.14 % | $61,064 | $62,131 | $1,067 | 1.74 % | $-2,282 | | | | | | News Article | History of Citadel L P Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Dbd Cayman Ltd | Institution | 6,346,572 | No Change | 0 | 0 % | $32,684,846 | $33,256,037 | $571,191 | 1.74 % | $0 | | | | | | News Article | History of Dbd Cayman Ltd Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fidelity International Ltd | Institution | 54,400 | Sold Some | -8,145 | -13.02 % | $280,160 | $285,056 | $4,896 | 1.74 % | $-733 | | | | | | News Article | History of Fidelity International Ltd Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fifth Third Asset Management Inc | Institution | 95,470 | Sold Some | -18,580 | -16.29 % | $491,671 | $500,263 | $8,592 | 1.74 % | $-1,672 | | | | | | News Article | History of Fifth Third Asset Management Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fir Tree Inc | Institution | 613,591 | No Change | 0 | 0 % | $3,159,994 | $3,215,217 | $55,223 | 1.74 % | $0 | | | | | | News Article | History of Fir Tree Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Fmr Corp | Institution | 5,085,294 | Sold Some | -1,254,275 | -19.78 % | $26,189,264 | $26,646,941 | $457,676 | 1.74 % | $-112,885 | | | | | | News Article | History of Fmr Corp Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Fuller And Thaler Asset Management Inc | Institution | 307,300 | Sold Some | -93,000 | -23.23 % | $1,582,595 | $1,610,252 | $27,657 | 1.74 % | $-8,370 | | | | | | News Article | History of Fuller And Thaler Asset Management Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ing Groep Nv | Institution | 32,240 | Sold Some | -35,900 | -52.68 % | $166,036 | $168,938 | $2,902 | 1.74 % | $-3,231 | | | | | | News Article | History of Ing Groep Nv Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Millennium Management Llc | Institution | 1,316,233 | New Holding | 1,316,233 | 100 % | $6,778,600 | $6,897,061 | $118,461 | 1.74 % | $118,461 | | | | | | News Article | History of Millennium Management Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Morgan Stanley | Institution | 855,884 | Added More | 805,613 | 1602.54 % | $4,407,803 | $4,484,832 | $77,030 | 1.74 % | $72,505 | | | | | | News Article | History of Morgan Stanley Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | New York State Teachers Retirement System | Institution | 225,637 | New Holding | 225,637 | 100 % | $1,162,031 | $1,182,338 | $20,307 | 1.74 % | $20,307 | | | | | | News Article | History of New York State Teachers Retirement System Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Co Of Connecticut | Institution | | Sold All | -35,850 | -100 % | | | | 1.74 % | $-3,227 | | | | | | News Article | History of Northern Trust Co Of Connecticut Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Corp | Institution | 798,054 | Added More | 95,228 | 13.54 % | $4,109,978 | $4,181,803 | $71,825 | 1.74 % | $8,571 | | | | | | News Article | History of Northern Trust Corp Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Oppenheimer Funds Inc | Institution | 1,800 | Sold Some | -231,972 | -99.23 % | $9,270 | $9,432 | $162 | 1.74 % | $-20,877 | | | | | | News Article | History of Oppenheimer Funds Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Samlyn Capital Llc | Institution | 1,018,824 | New Holding | 1,018,824 | 100 % | $5,246,944 | $5,338,638 | $91,694 | 1.74 % | $91,694 | | | | | | News Article | History of Samlyn Capital Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Scout Investment Advisors Inc | Institution | 149,737 | New Holding | 149,737 | 100 % | $771,146 | $784,622 | $13,476 | 1.74 % | $13,476 | | | | | | News Article | History of Scout Investment Advisors Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Shaw D E And Co Inc | Institution | 294,773 | Added More | 185,172 | 168.95 % | $1,518,081 | $1,544,611 | $26,530 | 1.74 % | $16,665 | | | | | | News Article | History of Shaw D E And Co Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Two Sigma Investments Llc | Institution | 86,443 | New Holding | 86,443 | 100 % | $445,181 | $452,961 | $7,780 | 1.74 % | $7,780 | | | | | | News Article | History of Two Sigma Investments Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Us Bancorp De | Institution | 6,996 | Sold Some | -208 | -2.88 % | $36,029 | $36,659 | $630 | 1.74 % | $-19 | | | | | | News Article | History of Us Bancorp De Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Wasatch Advisors Inc | Institution | 918,219 | Sold Some | -402,285 | -30.46 % | $4,728,828 | $4,811,468 | $82,640 | 1.74 % | $-36,206 | | | | | | News Article | History of Wasatch Advisors Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Advisory Research Inc | Institution | 155,500 | New Holding | 155,500 | 100 % | $782,165 | $814,820 | $32,655 | 4.17 % | $32,655 | | | | | | News Article | History of Advisory Research Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Ameriprise Financial Inc | Institution | 71,283 | Sold Some | -254,479 | -78.11 % | $358,553 | $373,523 | $14,969 | 4.17 % | $-53,441 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Axa | Institution | 196,848 | Sold Some | -48,936 | -19.91 % | $990,145 | $1,031,484 | $41,338 | 4.17 % | $-10,277 | | | | | | News Article | History of Axa Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Barclays Plc | Institution | 3,878 | Sold Some | -63,709 | -94.26 % | $19,506 | $20,321 | $814 | 4.17 % | $-13,379 | | | | | | News Article | History of Barclays Plc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Brandywine Asset Management Llc | Institution | 176,600 | Sold Some | -17,700 | -9.10 % | $888,298 | $925,384 | $37,086 | 4.17 % | $-3,717 | | | | | | News Article | History of Brandywine Asset Management Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Capital One Financial Corp | Institution | 2,932 | No Change | 0 | 0 % | $14,748 | $15,364 | $616 | 4.17 % | $0 | | | | | | News Article | History of Capital One Financial Corp Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Castine Capital Management Llc | Institution | 187,100 | No Change | 0 | 0 % | $941,113 | $980,404 | $39,291 | 4.17 % | $0 | | | | | | News Article | History of Castine Capital Management Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Delaware Management Business Trust | Institution | 1,215,328 | Added More | 28,135 | 2.36 % | $6,113,100 | $6,368,319 | $255,219 | 4.17 % | $5,908 | | | | | | News Article | History of Delaware Management Business Trust Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Denver Investment Advisors Llc | Institution | 202,188 | Added More | 2,817 | 1.41 % | $1,017,006 | $1,059,465 | $42,459 | 4.17 % | $592 | | | | | | News Article | History of Denver Investment Advisors Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Eubel Brady And Suttman Asset Management Inc | Institution | 1,133,930 | Sold Some | -39,882 | -3.39 % | $5,703,668 | $5,941,793 | $238,125 | 4.17 % | $-8,375 | | | | | | News Article | History of Eubel Brady And Suttman Asset Management Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | First Mercantile Trust Co | Institution | | Sold All | -82,000 | -100 % | | | | 4.17 % | $-17,220 | | | | | | News Article | History of First Mercantile Trust Co Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Gartmore Mutual Fund Capital Trust | Institution | 644 | Sold Some | -87,912 | -99.27 % | $3,239 | $3,375 | $135 | 4.17 % | $-18,462 | | | | | | News Article | History of Gartmore Mutual Fund Capital Trust Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Geode Capital Management Llc | Institution | 209,353 | Added More | 48,847 | 30.43 % | $1,053,046 | $1,097,010 | $43,964 | 4.17 % | $10,258 | | | | | | News Article | History of Geode Capital Management Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Gmt Capital Corp | Institution | 61,200 | No Change | 0 | 0 % | $307,836 | $320,688 | $12,852 | 4.17 % | $0 | | | | | | News Article | History of Gmt Capital Corp Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Goldman Sachs Group Inc | Institution | 1,814,018 | Added More | 76,988 | 4.43 % | $9,124,511 | $9,505,454 | $380,944 | 4.17 % | $16,167 | | | | | | News Article | History of Goldman Sachs Group Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Knight Capital Group Inc | Institution | 32,644 | New Holding | 32,644 | 100 % | $164,199 | $171,055 | $6,855 | 4.17 % | $6,855 | | | | | | News Article | History of Knight Capital Group Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Los Angeles Capital Management And Equity Research Inc | Institution | 10,400 | New Holding | 10,400 | 100 % | $52,312 | $54,496 | $2,184 | 4.17 % | $2,184 | | | | | | News Article | History of Los Angeles Capital Management And Equity Research Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Managed Account Advisors Llc | Institution | 78,193 | Added More | 21,115 | 36.99 % | $393,311 | $409,731 | $16,421 | 4.17 % | $4,434 | | | | | | News Article | History of Managed Account Advisors Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Martingale Asset Management L P | Institution | 33,400 | No Change | 0 | 0 % | $168,002 | $175,016 | $7,014 | 4.17 % | $0 | | | | | | News Article | History of Martingale Asset Management L P Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Mason Street Advisors Llc | Institution | 1,260,692 | Added More | 343,861 | 37.50 % | $6,341,281 | $6,606,026 | $264,745 | 4.17 % | $72,211 | | | | | | News Article | History of Mason Street Advisors Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Moody Aldrich Partners Llc | Institution | 367,460 | New Holding | 367,460 | 100 % | $1,848,324 | $1,925,490 | $77,167 | 4.17 % | $77,167 | | | | | | News Article | History of Moody Aldrich Partners Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | New York State Common Retirement Fund | Institution | 221,075 | Added More | 99,290 | 81.52 % | $1,112,007 | $1,158,433 | $46,426 | 4.17 % | $20,851 | | | | | | News Article | History of New York State Common Retirement Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Panagora Asset Management Inc | Institution | 38,411 | Added More | 38,358 | 72373.58 % | $193,207 | $201,274 | $8,066 | 4.17 % | $8,055 | | | | | | News Article | History of Panagora Asset Management Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Price T Rowe Associates Inc | Institution | 58,599 | No Change | 0 | 0 % | $294,753 | $307,059 | $12,306 | 4.17 % | $0 | | | | | | News Article | History of Price T Rowe Associates Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Public Sector Pension Investment Board | Institution | 58,800 | New Holding | 58,800 | 100 % | $295,764 | $308,112 | $12,348 | 4.17 % | $12,348 | | | | | | News Article | History of Public Sector Pension Investment Board Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Dain Rauscher Inc | Institution | 10,244 | New Holding | 10,244 | 100 % | $51,527 | $53,679 | $2,151 | 4.17 % | $2,151 | | | | | | News Article | History of Rbc Dain Rauscher Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR/A | Research Affiliates Llc | Institution | 73,715 | No Change | 0 | 0 % | $370,786 | $386,267 | $15,480 | 4.17 % | $0 | | | | | | News Article | History of Research Affiliates Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Sandler Oneill Asset Management Llc | Institution | | Sold All | -834,700 | -100 % | | | | 4.17 % | $-175,287 | | | | | | News Article | History of Sandler Oneill Asset Management Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Schneider Capital Management Corp | Institution | 51,575 | Sold Some | -298 | -0.57 % | $259,422 | $270,253 | $10,831 | 4.17 % | $-63 | | | | | | News Article | History of Schneider Capital Management Corp Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Second Curve Capital Llc | Institution | 3,491,366 | Sold Some | -1,765,188 | -33.58 % | $17,561,571 | $18,294,758 | $733,187 | 4.17 % | $-370,689 | | | | | | News Article | History of Second Curve Capital Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Vanguard Group Inc | Institution | 2,825,541 | Added More | 38,139 | 1.36 % | $14,212,471 | $14,805,835 | $593,364 | 4.17 % | $8,009 | | | | | | News Article | History of Vanguard Group Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Bank Of America Corp | Institution | 391,666 | Added More | 6,510 | 1.69 % | $1,962,247 | $2,052,330 | $90,083 | 4.59 % | $1,497 | | | | | | News Article | History of Bank Of America Corp Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Barclays Global Investors Uk Holdings Ltd | Institution | 5,309,914 | Added More | 327,646 | 6.57 % | $26,602,669 | $27,823,949 | $1,221,280 | 4.59 % | $75,359 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR/A | Ing Investment Management Co | Institution | 32,240 | Sold Some | -35,900 | -52.68 % | $161,522 | $168,938 | $7,415 | 4.59 % | $-8,257 | | | | | | News Article | History of Ing Investment Management Co Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Lsv Asset Management | Institution | 421,000 | No Change | 0 | 0 % | $2,109,210 | $2,206,040 | $96,830 | 4.59 % | $0 | | | | | | News Article | History of Lsv Asset Management Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Mccarthy Group Advisors Llc | Institution | | Sold All | -12,400 | -100 % | | | | 4.59 % | $-2,852 | | | | | | News Article | History of Mccarthy Group Advisors Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Merrill Lynch And Co Inc | Institution | 44,986 | Added More | 19,649 | 77.55 % | $225,380 | $235,727 | $10,347 | 4.59 % | $4,519 | | | | | | News Article | History of Merrill Lynch And Co Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Mfc Global Investment Management Usa Ltd | Institution | 62,130 | Added More | 4,577 | 7.95 % | $311,271 | $325,561 | $14,290 | 4.59 % | $1,053 | | | | | | News Article | History of Mfc Global Investment Management Usa Ltd Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Ii Inc | Institution | 2,375 | Added More | 160 | 7.22 % | $11,899 | $12,445 | $546 | 4.59 % | $37 | | | | | | News Article | History of Padco Advisors Ii Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Inc | Institution | 3,017 | Added More | 1,201 | 66.13 % | $15,115 | $15,809 | $694 | 4.59 % | $276 | | | | | | News Article | History of Padco Advisors Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Placemark Investments Inc | Institution | 55,575 | New Holding | 55,575 | 100 % | $278,431 | $291,213 | $12,782 | 4.59 % | $12,782 | | | | | | News Article | History of Placemark Investments Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Portolan Capital Management Llc | Institution | | Sold All | -639,728 | -100 % | | | | 4.59 % | $-147,137 | | | | | | News Article | History of Portolan Capital Management Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Principal Financial Group Inc | Institution | 234,043 | Added More | 3,719 | 1.61 % | $1,172,555 | $1,226,385 | $53,830 | 4.59 % | $855 | | | | | | News Article | History of Principal Financial Group Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Susquehanna International Group Llp | Institution | 47,102 | Sold Some | -13,598 | -22.40 % | $235,981 | $246,814 | $10,833 | 4.59 % | $-3,128 | | | | | | News Article | History of Susquehanna International Group Llp Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Technical Financial Services Llc | Institution | 452,138 | Added More | 266,363 | 143.37 % | $2,265,211 | $2,369,203 | $103,992 | 4.59 % | $61,263 | | | | | | News Article | History of Technical Financial Services Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Virginia Retirement Systems Et Al | Institution | 66,400 | No Change | 0 | 0 % | $332,664 | $347,936 | $15,272 | 4.59 % | $0 | | | | | | News Article | History of Virginia Retirement Systems Et Al Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Voyageur Asset Management Inc | Institution | 51,900 | Sold Some | -20,000 | -27.81 % | $260,019 | $271,956 | $11,937 | 4.59 % | $-4,600 | | | | | | News Article | History of Voyageur Asset Management Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | American Century Companies Inc | Institution | 540,600 | Added More | 121,603 | 29.02 % | $2,838,150 | $2,832,744 | $-5,406 | -0.19 % | $-1,216 | | | | | | News Article | History of American Century Companies Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Bingham Osborn And Scarborough Llc | Institution | 194,604 | Sold Some | -4,920 | -2.46 % | $1,021,671 | $1,019,725 | $-1,946 | -0.19 % | $49 | | | | | | News Article | History of Bingham Osborn And Scarborough Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Citigroup Inc | Institution | 66,798 | Sold Some | -382,294 | -85.12 % | $350,690 | $350,022 | $-668 | -0.19 % | $3,823 | | | | | | News Article | History of Citigroup Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Comerica Bank | Institution | 74,569 | Added More | 5,671 | 8.23 % | $391,487 | $390,742 | $-746 | -0.19 % | $-57 | | | | | | News Article | History of Comerica Bank Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Glenmede Trust Co Na | Institution | 27,200 | No Change | 0 | 0 % | $142,800 | $142,528 | $-272 | -0.19 % | $0 | | | | | | News Article | History of Glenmede Trust Co Na Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Highbridge Capital Management Llc | Institution | 201,486 | Added More | 128,099 | 174.55 % | $1,057,802 | $1,055,787 | $-2,015 | -0.19 % | $-1,281 | | | | | | News Article | History of Highbridge Capital Management Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | J P Morgan Chase And Co | Institution | 235,125 | Sold Some | -7,387 | -3.04 % | $1,234,406 | $1,232,055 | $-2,351 | -0.19 % | $74 | | | | | | News Article | History of J P Morgan Chase And Co Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Royce And Associates Llc | Institution | 1,379,851 | Added More | 169,100 | 13.96 % | $7,244,218 | $7,230,419 | $-13,799 | -0.19 % | $-1,691 | | | | | | News Article | History of Royce And Associates Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Sterne Agee And Leach Group Inc | Institution | | Sold All | -10,500 | -100 % | | | | -0.19 % | $105 | | | | | | News Article | History of Sterne Agee And Leach Group Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Ubs Ag | Institution | 100 | Sold Some | -7 | -6.54 % | $525 | $524 | $-1 | -0.19 % | $0 | | | | | | News Article | History of Ubs Ag Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Bradley Foster And Sargent Inc | Institution | 10,350 | Added More | 100 | 0.97 % | $56,201 | $54,234 | $-1,967 | -3.49 % | $-19 | | | | | | News Article | History of Bradley Foster And Sargent Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Ccm Partners | Institution | 4,201 | No Change | 0 | 0 % | $22,811 | $22,013 | $-798 | -3.49 % | $0 | | | | | | News Article | History of Ccm Partners Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Federated Investors Inc | Institution | | Sold All | -4,500 | -100 % | | | | -3.49 % | $855 | | | | | | News Article | History of Federated Investors Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Howe Barnes Capital Management Inc | Institution | 15,000 | No Change | 0 | 0 % | $81,450 | $78,600 | $-2,850 | -3.49 % | $0 | | | | | | News Article | History of Howe Barnes Capital Management Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Lee Munder Capital Group Llc | No Data | 444,195 | No Compare | | | $2,411,979 | $2,327,582 | $-84,397 | -3.49 % | | | | | | | News Article | History of Lee Munder Capital Group Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Vtl Associates Llc | Institution | | Sold All | -6 | -100 % | | | | -3.49 % | $1 | | | | | | News Article | History of Vtl Associates Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-09 | 2009-08-31 | N-CSR | Undiscovered Managers Funds - Undiscovered Managers Behavioral Value Fund | Small-Cap Core | | Sold All | -57 | -100 % | | | | -3.49 % | $11 | | | | | | News Article | History of Undiscovered Managers Funds - Undiscovered Managers Behavioral Value Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Blair William And Co | Institution | 123,623 | Added More | 23,425 | 23.37 % | $662,619 | $647,785 | $-14,835 | -2.23 % | $-2,811 | | | | | | News Article | History of Blair William And Co Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Hartford Investment Management Co | Institution | 12,962 | Added More | 70 | 0.54 % | $69,476 | $67,921 | $-1,555 | -2.23 % | $-8 | | | | | | News Article | History of Hartford Investment Management Co Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metropolitan Life Insurance Co | Institution | 62,193 | No Change | 0 | 0 % | $333,354 | $325,891 | $-7,463 | -2.23 % | $0 | | | | | | News Article | History of Metropolitan Life Insurance Co Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Pnc Financial Services Group Inc | Institution | 610 | Sold Some | -286 | -31.91 % | $3,270 | $3,196 | $-73 | -2.23 % | $34 | | | | | | News Article | History of Pnc Financial Services Group Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Schwab Charles Investment Management Inc | Institution | 137,769 | No Change | 0 | 0 % | $738,442 | $721,910 | $-16,532 | -2.23 % | $0 | | | | | | News Article | History of Schwab Charles Investment Management Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Teachers Advisors Inc | Institution | 172,141 | Added More | 3,700 | 2.19 % | $922,676 | $902,019 | $-20,657 | -2.23 % | $-444 | | | | | | News Article | History of Teachers Advisors Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tiaa Cref Investment Management Llc | Institution | 450,070 | Added More | 2,400 | 0.53 % | $2,412,375 | $2,358,367 | $-54,008 | -2.23 % | $-288 | | | | | | News Article | History of Tiaa Cref Investment Management Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Gatemore Capital Management Llc | Institution | 10,000 | Sold Some | -10,000 | -50.00 % | $53,600 | $52,400 | $-1,200 | -2.23 % | $1,200 | | | | | | News Article | History of Gatemore Capital Management Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Ironwood Investment Management Llc | Institution | 176,817 | Sold Some | -968 | -0.54 % | $947,739 | $926,521 | $-21,218 | -2.23 % | $116 | | | | | | News Article | History of Ironwood Investment Management Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Kornitzer Capital Management Inc | Institution | | Sold All | -10,300 | -100 % | | | | -2.23 % | $1,236 | | | | | | News Article | History of Kornitzer Capital Management Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Parametric Portfolio Associates | Institution | 75,261 | Added More | 9,818 | 15.00 % | $403,399 | $394,368 | $-9,031 | -2.23 % | $-1,178 | | | | | | News Article | History of Parametric Portfolio Associates Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Profund Advisors Llc | Institution | 25,920 | Added More | 7,520 | 40.86 % | $138,931 | $135,821 | $-3,110 | -2.23 % | $-902 | | | | | | News Article | History of Profund Advisors Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Proshare Advisors Llc | Institution | 25,893 | Sold Some | -9,485 | -26.81 % | $138,786 | $135,679 | $-3,107 | -2.23 % | $1,138 | | | | | | News Article | History of Proshare Advisors Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Curian Capital Llc | Institution | 72,320 | Sold Some | -8,082 | -10.05 % | $365,939 | $378,957 | $13,018 | 3.55 % | $-1,455 | | | | | | News Article | History of Curian Capital Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Gw Capital Management Incco | Institution | 33,884 | Sold Some | -876 | -2.52 % | $171,453 | $177,552 | $6,099 | 3.55 % | $-158 | | | | | | News Article | History of Gw Capital Management Incco Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-04 | 2009-08-31 | N-CSR | Ssga Funds - Ssga Enhanced Small Cap Fund | Small-Cap Core | | Sold All | -3,000 | -100 % | | | | 3.55 % | $-540 | | | | | | News Article | History of Ssga Funds - Ssga Enhanced Small Cap Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Anchor Capital Advisors Inc | Institution | 78,127 | No Change | 0 | 0 % | $430,480 | $409,385 | $-21,094 | -4.90 % | $0 | | | | | | News Article | History of Anchor Capital Advisors Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Prudential Financial Inc | Institution | 248,705 | Added More | 34,602 | 16.16 % | $1,370,365 | $1,303,214 | $-67,150 | -4.90 % | $-9,343 | | | | | | News Article | History of Prudential Financial Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Turner Investment Partners Inc | Institution | 770,400 | Added More | 353,550 | 84.81 % | $4,244,904 | $4,036,896 | $-208,008 | -4.90 % | $-95,459 | | | | | | News Article | History of Turner Investment Partners Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-03 | 2009-08-31 | N-CSR | California Investment Trust - S And P Smallcap Index Fund | Small-Cap Core | 4,201 | No Change | 0 | 0 % | $23,148 | $22,013 | $-1,134 | -4.90 % | $0 | | | | | | News Article | History of California Investment Trust - S And P Smallcap Index Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Citizens Bank Wealth Management Na | Institution | 5,107 | No Change | 0 | 0 % | $28,906 | $26,761 | $-2,145 | -7.42 % | $0 | | | | | | News Article | History of Citizens Bank Wealth Management Na Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Emerald Advisers Inc | Institution | 34,600 | Added More | 2,000 | 6.13 % | $195,836 | $181,304 | $-14,532 | -7.42 % | $-840 | | | | | | News Article | History of Emerald Advisers Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Emerald Mutual Fund Advisers Trust | Institution | 23,300 | Sold Some | -70,300 | -75.10 % | $131,878 | $122,092 | $-9,786 | -7.42 % | $29,526 | | | | | | News Article | History of Emerald Mutual Fund Advisers Trust Ownership Of Boston Private Financial Holdings Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Thrivent Financial For Lutherans | Institution | 33,300 | New Holding | 33,300 | 100 % | $188,478 | $174,492 | $-13,986 | -7.42 % | $-13,986 | | | | | | News Article | History of Thrivent Financial For Lutherans Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Oxford Asset Management | Institution | 13,236 | New Holding | 13,236 | 100 % | $78,754 | $69,357 | $-9,398 | -11.93 % | $-9,398 | | | | | | News Article | History of Oxford Asset Management Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Sit Investment Associates Inc | Institution | 118,800 | Sold Some | -8,000 | -6.30 % | $706,860 | $622,512 | $-84,348 | -11.93 % | $5,680 | | | | | | News Article | History of Sit Investment Associates Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Stonebridge Capital Management Inc | Institution | | Sold All | -87,050 | -100 % | | | | -11.93 % | $61,806 | | | | | | News Article | History of Stonebridge Capital Management Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Texas Permanent School Fund | Institution | 104,132 | Added More | 224 | 0.21 % | $619,585 | $545,652 | $-73,934 | -11.93 % | $-159 | | | | | | News Article | History of Texas Permanent School Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-30 | 2009-08-31 | N-CSR | Vanguard World Fund - Vanguard Financials Index Fund | Specialty & Misc | | Sold All | -24,993 | -100 % | | | | -11.93 % | $17,745 | | | | | | News Article | History of Vanguard World Fund - Vanguard Financials Index Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 4,126,050 | Added More | 355,079 | 9.41 % | $26,943,107 | $21,620,502 | $-5,322,605 | -19.75 % | $-458,052 | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust - Cornerstone Strategy Fund | Specialty & Misc | | Sold All | -3,200 | -100 % | | | | -19.75 % | $4,128 | | | | | | News Article | History of Usaa Mutual Funds Trust - Cornerstone Strategy Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust - Growth Fund | Multi-Cap Growth | | Sold All | -1,400 | -100 % | | | | -19.75 % | $1,806 | | | | | | News Article | History of Usaa Mutual Funds Trust - Growth Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I - Asset Allocation Fund | Specialty & Misc | 724 | New Holding | 724 | 100 % | $4,728 | $3,794 | $-934 | -19.75 % | $-934 | | | | | | News Article | History of Valic Co I - Asset Allocation Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I - Small Cap Index Fund | Small-Cap Core | 54,890 | New Holding | 54,890 | 100 % | $358,432 | $287,624 | $-70,808 | -19.75 % | $-70,808 | | | | | | News Article | History of Valic Co I - Small Cap Index Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-26 | 2009-08-31 | N-CSR | Global Growth Portfolio - Global Growth Portfolio | Multi-Cap Growth | | Sold All | -2,786 | -100 % | | | | -13.67 % | $2,312 | | | | | | News Article | History of Global Growth Portfolio - Global Growth Portfolio Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-26 | 2009-08-31 | N-Q | Ing Equity Trust - Ing Convertible Fund | Specialty & Misc | 3,590 | Sold Some | -1,800 | -33.39 % | $21,791 | $18,812 | $-2,980 | -13.67 % | $1,494 | | | | | | News Article | History of Ing Equity Trust - Ing Convertible Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-26 | 2009-06-30 | 13F-HR/A | Ameriprise Financial Inc | Institution | 325,762 | Sold Some | -1,385 | -0.42 % | $1,977,375 | $1,706,993 | $-270,382 | -13.67 % | $1,150 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Group Ltd | Institution | 21,113 | No Change | 0 | 0 % | $128,367 | $110,632 | $-17,735 | -13.81 % | $0 | | | | | | News Article | History of Blackrock Group Ltd Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Inc | No Data | | Sold All | -21,993 | -100 % | | | | -13.81 % | $18,474 | | | | | | News Article | History of Blackrock Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Investment Management Llc | Institution | 210,443 | Added More | 30,673 | 17.06 % | $1,279,493 | $1,102,721 | $-176,772 | -13.81 % | $-25,765 | | | | | | News Article | History of Blackrock Investment Management Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-21 | 2009-09-30 | 13F-HR | Bank Of New York Mellon Corp | Institution | 879,953 | Sold Some | -21,441 | -2.37 % | $5,006,933 | $4,610,954 | $-395,979 | -7.90 % | $9,648 | | | | | | News Article | History of Bank Of New York Mellon Corp Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-21 | 2009-09-30 | 13F-HR | Fisher Asset Management Llc | Institution | 953,538 | Added More | 18,100 | 1.93 % | $5,425,631 | $4,996,539 | $-429,092 | -7.90 % | $-8,145 | | | | | | News Article | History of Fisher Asset Management Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-21 | 2009-09-30 | 13F-HR | State Board Of Administration Of Florida Retirement System | Institution | 128,703 | Added More | 37,906 | 41.74 % | $732,320 | $674,404 | $-57,916 | -7.90 % | $-17,058 | | | | | | News Article | History of State Board Of Administration Of Florida Retirement System Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-20 | 2009-09-30 | 13F-HR | Public Employees Retirement Association Of Colorado | Institution | 15,100 | No Change | 0 | 0 % | $91,355 | $79,124 | $-12,231 | -13.38 % | $0 | | | | | | News Article | History of Public Employees Retirement Association Of Colorado Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-20 | 2009-09-30 | 13F-HR | Teachers Retirement System Of The State Of Kentucky | Institution | 31,700 | No Change | 0 | 0 % | $191,785 | $166,108 | $-25,677 | -13.38 % | $0 | | | | | | News Article | History of Teachers Retirement System Of The State Of Kentucky Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-19 | 2009-09-30 | 13F-HR | Strs Ohio | Institution | 67,100 | Sold Some | -9,000 | -11.82 % | $409,981 | $351,604 | $-58,377 | -14.23 % | $7,830 | | | | | | News Article | History of Strs Ohio Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-16 | 2009-09-30 | 13F-HR | Capstone Asset Management Co | Institution | 19,700 | No Change | 0 | 0 % | $120,367 | $103,228 | $-17,139 | -14.23 % | $0 | | | | | | News Article | History of Capstone Asset Management Co Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-16 | 2009-09-30 | 13F-HR | Shufro Rose And Co Llc | Institution | 15,900 | Sold Some | -3,000 | -15.87 % | $97,149 | $83,316 | $-13,833 | -14.23 % | $2,610 | | | | | | News Article | History of Shufro Rose And Co Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-16 | 2009-09-30 | 13F-HR | Welch And Forbes Llc | Institution | 27,305 | No Change | 0 | 0 % | $166,834 | $143,078 | $-23,755 | -14.23 % | $0 | | | | | | News Article | History of Welch And Forbes Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-15 | 2009-09-30 | 13F-HR | Public Employees Retirement System Of Ohio | Institution | 82,709 | No Change | 0 | 0 % | $528,511 | $433,395 | $-95,115 | -17.99 % | $0 | | | | | | News Article | History of Public Employees Retirement System Of Ohio Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-13 | 2009-09-30 | 13F-HR | Perritt Capital Management Inc | Institution | 300,000 | No Change | 0 | 0 % | $1,842,000 | $1,572,000 | $-270,000 | -14.65 % | $0 | | | | | | News Article | History of Perritt Capital Management Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-08 | 2009-09-30 | 13F-HR | Rhumbline Advisers | Institution | 162,417 | Added More | 4,501 | 2.85 % | $1,078,449 | $851,065 | $-227,384 | -21.08 % | $-6,301 | | | | | | News Article | History of Rhumbline Advisers Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-07 | 2009-07-31 | N-CSR | Profunds - Bull Profund | Large-Cap Core | 12,280 | Sold Some | -18,180 | -59.68 % | $79,206 | $64,347 | $-14,859 | -18.75 % | $21,998 | | | | | | News Article | History of Profunds - Bull Profund Ownership Of Boston Private Financial Holdings Inc |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust - Growth Fund | Multi-Cap Growth | 1,400 | New Holding | 1,400 | 100 % | $8,372 | $7,336 | $-1,036 | -12.37 % | $-1,036 | | | | | | News Article | History of Usaa Mutual Funds Trust - Growth Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Core Equity Portfolio | International Small-Mid-Cap Value | 115,295 | Added More | 77,595 | 205.82 % | $766,712 | $604,146 | $-162,566 | -21.20 % | $-109,409 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Core Equity Portfolio Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio | No Data | 34,308 | New Holding | 34,308 | 100 % | $228,148 | $179,774 | $-48,374 | -21.20 % | $-48,374 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - Us Sustainability Core 1 Portfolio | No Data | 1,400 | New Holding | 1,400 | 100 % | $9,310 | $7,336 | $-1,974 | -21.20 % | $-1,974 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - Us Sustainability Core 1 Portfolio Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - Va International Value Portfolio | Multi-Cap Value | 13,300 | New Holding | 13,300 | 100 % | $88,445 | $69,692 | $-18,753 | -21.20 % | $-18,753 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - Va International Value Portfolio Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - Va Small Value Portfolio | Small-Cap Value | 1,693,789 | New Holding | 1,693,789 | 100 % | $11,263,697 | $8,875,454 | $-2,388,242 | -21.20 % | $-2,388,242 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - Va Small Value Portfolio Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Trust Co - International Value Series | Multi-Cap Value | 100,686 | No Change | 0 | 0 % | $669,562 | $527,595 | $-141,967 | -21.20 % | $0 | | | | | | News Article | History of Dfa Investment Trust Co - International Value Series Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Fidelity Advisor Series I - Value Fund | Multi-Cap Value | 11,505 | No Change | 0 | 0 % | $76,508 | $60,286 | $-16,222 | -21.20 % | $0 | | | | | | News Article | History of Fidelity Advisor Series I - Value Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Ishares Trust - Ishares Morningstar Small Core Index Fund | Small-Cap Core | | Sold All | -21,850 | -100 % | | | | -21.20 % | $30,809 | | | | | | News Article | History of Ishares Trust - Ishares Morningstar Small Core Index Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Jnl Investors Series Trust - Jackson Perspective Index 5 Fund | Specialty & Misc | 342 | No Change | 0 | 0 % | $2,274 | $1,792 | $-482 | -21.20 % | $0 | | | | | | News Article | History of Jnl Investors Series Trust - Jackson Perspective Index 5 Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Dryden Small Cap Core Equity Fund Inc - Dryden Small Cap Core Equity Fund Inc | Small-Cap Core | 41,600 | New Holding | 41,600 | 100 % | $269,152 | $217,984 | $-51,168 | -19.01 % | $-51,168 | | | | | | News Article | History of Dryden Small Cap Core Equity Fund Inc - Dryden Small Cap Core Equity Fund Inc Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Old Westbury Funds Inc - International Fund | International Multi-Cap Core | 4,167 | No Change | 0 | 0 % | $26,960 | $21,835 | $-5,125 | -19.01 % | $0 | | | | | | News Article | History of Old Westbury Funds Inc - International Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Powershares Exchange Traded Fund Trust - Powershares Dynamic Small Cap Growth Portfolio | Small-Cap Growth | 26,359 | New Holding | 26,359 | 100 % | $170,543 | $138,121 | $-32,422 | -19.01 % | $-32,422 | | | | | | News Article | History of Powershares Exchange Traded Fund Trust - Powershares Dynamic Small Cap Growth Portfolio Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Schwab Capital Trust - Schwab Technology Fund | Science & Tech | 21,540 | New Holding | 21,540 | 100 % | $139,364 | $112,870 | $-26,494 | -19.01 % | $-26,494 | | | | | | News Article | History of Schwab Capital Trust - Schwab Technology Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-25 | 2009-07-31 | N-Q | Stonebridge Funds Trust - Stonebridge Growth Fund | Multi-Cap Growth | | Sold All | -75,000 | -100 % | | | | -15.89 % | $74,250 | | | | | | News Article | History of Stonebridge Funds Trust - Stonebridge Growth Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-25 | 2009-03-31 | N-Q/A | Hirtle Callaghan Trust - The Small Capitalization Equity Portfolio | Small-Cap Core | 116,150 | Added More | 2,750 | 2.42 % | $723,615 | $608,626 | $-114,989 | -15.89 % | $-2,723 | | | | | | News Article | History of Hirtle Callaghan Trust - The Small Capitalization Equity Portfolio Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-24 | 2009-07-31 | N-Q | Nationwide Mutual Funds - Nationwide Large Cap Value Fund | Large-Cap Value | | Sold All | -8,101 | -100 % | | | | -17.35 % | $8,911 | | | | | | News Article | History of Nationwide Mutual Funds - Nationwide Large Cap Value Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-23 | 2009-07-31 | N-Q | Perritt Microcap Opportunities Fund Inc - Perritt Microcap Opportunities Fund | Specialty & Misc | 300,000 | New Holding | 300,000 | 100 % | $2,007,000 | $1,572,000 | $-435,000 | -21.67 % | $-435,000 | | | | | | News Article | History of Perritt Microcap Opportunities Fund Inc - Perritt Microcap Opportunities Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-17 | 2009-07-31 | N-Q | Rydex Etf Trust - Rydex Inverse Russell 2000 Etf | Specialty & Misc | 1,450 | New Holding | 1,450 | 100 % | $7,816 | $7,598 | $-218 | -2.78 % | $-218 | | | | | | News Article | History of Rydex Etf Trust - Rydex Inverse Russell 2000 Etf Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-17 | 2009-06-30 | 13F-HR/A | Delaware Management Business Trust | Institution | 1,187,193 | Sold Some | -6,992 | -0.58 % | $6,398,970 | $6,220,891 | $-178,079 | -2.78 % | $1,049 | | | | | | News Article | History of Delaware Management Business Trust Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-11 | 2009-06-30 | 13F-HR/A | Barclays Global Investors Uk Holdings Ltd | Institution | 4,982,268 | Added More | 752,680 | 17.79 % | $24,562,581 | $26,107,084 | $1,544,503 | 6.28 % | $233,331 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Allianz Variable Insurance Products Trust - Azl Small Cap Stock Index Fund | Small-Cap Core | 26,698 | Added More | 3,712 | 16.14 % | $124,146 | $139,898 | $15,752 | 12.68 % | $2,190 | | | | | | News Article | History of Allianz Variable Insurance Products Trust - Azl Small Cap Stock Index Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-08 | 2009-06-30 | N-CSR | Revenueshares Etf Trust - Revenueshares Small Cap Fund | Small-Cap Core | 4,774 | Added More | 2,682 | 128.20 % | $22,199 | $25,016 | $2,817 | 12.68 % | $1,582 | | | | | | News Article | History of Revenueshares Etf Trust - Revenueshares Small Cap Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Series Funds - Banking Fund | Financial Services | 1,816 | Added More | 53 | 3.00 % | $8,444 | $9,516 | $1,071 | 12.68 % | $31 | | | | | | News Article | History of Rydex Series Funds - Banking Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Variable Trust - Biotechnology Fund | Health/Biotech | 865 | Added More | 430 | 98.85 % | $4,022 | $4,533 | $510 | 12.68 % | $254 | | | | | | News Article | History of Rydex Variable Trust - Biotechnology Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Advanced Series Trust - Ast International Value Portfolio | Multi-Cap Value | | Sold All | -76,573 | -100 % | | | | 18.28 % | $-62,024 | | | | | | News Article | History of Advanced Series Trust - Ast International Value Portfolio Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Axa Premier Vip Trust - Multimanager Small Cap Value Portfolio | Small-Cap Value | | Sold All | -65,000 | -100 % | | | | 18.28 % | $-52,650 | | | | | | News Article | History of Axa Premier Vip Trust - Multimanager Small Cap Value Portfolio Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqalliancebernstein Small Cap Growth Portfolio | Small-Cap Growth | 35,900 | No Change | 0 | 0 % | $159,037 | $188,116 | $29,079 | 18.28 % | $0 | | | | | | News Article | History of Eq Advisors Trust - Eqalliancebernstein Small Cap Growth Portfolio Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqalliancebernstein Value Portfolio | Multi-Cap Value | 12,590 | Sold Some | -5,570 | -30.67 % | $55,774 | $65,972 | $10,198 | 18.28 % | $-4,512 | | | | | | News Article | History of Eq Advisors Trust - Eqalliancebernstein Value Portfolio Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqbond Index Portfolio | Specialty & Misc | 158,075 | Added More | 64,140 | 68.28 % | $700,272 | $828,313 | $128,041 | 18.28 % | $51,953 | | | | | | News Article | History of Eq Advisors Trust - Eqbond Index Portfolio Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Forward Funds - Forward Legato Fund | Small-Cap Core | | Sold All | -40,600 | -100 % | | | | 18.28 % | $-32,886 | | | | | | News Article | History of Forward Funds - Forward Legato Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Profunds - Bull Profund | Large-Cap Core | 30,460 | Added More | 25,460 | 509.20 % | $134,938 | $159,610 | $24,673 | 18.28 % | $20,623 | | | | | | News Article | History of Profunds - Bull Profund Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Sun Capital Advisers Trust - Sc Oppenheimer Main Street Small Cap Fund | Small-Cap Core | 6,700 | New Holding | 6,700 | 100 % | $29,681 | $35,108 | $5,427 | 18.28 % | $5,427 | | | | | | News Article | History of Sun Capital Advisers Trust - Sc Oppenheimer Main Street Small Cap Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Institutional Index Funds - Vanguard Institutional Index Fund | Specialty & Misc | | Sold All | -104,153 | -100 % | | | | 18.28 % | $-84,364 | | | | | | News Article | History of Vanguard Institutional Index Funds - Vanguard Institutional Index Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Westcore Trust - Westcore Growth Fund | Multi-Cap Core | 57,850 | New Holding | 57,850 | 100 % | $256,276 | $303,134 | $46,859 | 18.28 % | $46,859 | | | | | | News Article | History of Westcore Trust - Westcore Growth Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Investors Trust - Ing Disciplined Small Cap Value Portfolio | Small-Cap Value | | Sold All | -80,350 | -100 % | | | | - % | | | | | | | News Article | History of Ing Investors Trust - Ing Disciplined Small Cap Value Portfolio Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Partners Inc - Ing American Century Large Company Value Portfolio | Large-Cap Value | | Sold All | -19,700 | -100 % | | | | - % | | | | | | | News Article | History of Ing Partners Inc - Ing American Century Large Company Value Portfolio Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund - Pd Small-Cap Value Index Portfolio | No Data | 1,294 | No Compare | | | | $6,781 | | - % | | | | | | | News Article | History of Pacific Select Fund - Pd Small-Cap Value Index Portfolio Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund - Small-Cap Growth Portfolio | No Data | 236,390 | New Holding | 236,390 | 100 % | | $1,238,684 | | - % | | | | | | | News Article | History of Pacific Select Fund - Small-Cap Growth Portfolio Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund - Small-Cap Index Portfolio | No Data | 35,802 | Added More | 7,500 | 26.49 % | | $187,602 | | - % | | | | | | | News Article | History of Pacific Select Fund - Small-Cap Index Portfolio Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-03 | 2009-06-30 | N-CSR | Streettracks Series Trust - Kbw Regional Banking Etf | Specialty & Misc | | Sold All | -1,802,182 | -100 % | | | | - % | | | | | | | News Article | History of Streettracks Series Trust - Kbw Regional Banking Etf Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-03 | 2009-06-30 | N-CSR | Streettracks Series Trust - Spdr Dividend Etf | Specialty & Misc | | Sold All | -920 | -100 % | | | | - % | | | | | | | News Article | History of Streettracks Series Trust - Spdr Dividend Etf Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-02 | 2009-06-30 | N-CSR/A | Hirtle Callaghan Trust - The Small Capitalization Equity Portfolio | Small-Cap Core | | Sold All | -116,150 | -100 % | | | | 19.36 % | $-98,728 | | | | | | News Article | History of Hirtle Callaghan Trust - The Small Capitalization Equity Portfolio Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-02 | 2009-06-30 | N-CSRS | Schwab Capital Trust - Schwab Technology Fund | Science & Tech | | Sold All | -21,540 | -100 % | | | | 19.36 % | $-18,309 | | | | | | News Article | History of Schwab Capital Trust - Schwab Technology Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-01 | 2009-06-30 | 13F-HR | Algert Coldiron Investors Llc | Institution | 6,260 | No Change | 0 | 0 % | $28,483 | $32,802 | $4,319 | 15.16 % | $0 | | | | | | News Article | History of Algert Coldiron Investors Llc Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Amvescap Plc | Institution | 12,226 | Sold Some | -9,532 | -43.80 % | $55,628 | $64,064 | $8,436 | 15.16 % | $-6,577 | | | | | | News Article | History of Amvescap Plc Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Fidelity International Ltd | Institution | 62,545 | New Holding | 62,545 | 100 % | $284,580 | $327,736 | $43,156 | 15.16 % | $43,156 | | | | | | News Article | History of Fidelity International Ltd Ownership Of Boston Private Financial Holdings Inc |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Fmr Corp | Institution | 6,339,569 | Added More | 3,543,700 | 126.74 % | $28,845,039 | $33,219,342 | $4,374,303 | 15.16 % | $2,445,153 | | | | | | News Article | History of Fmr Corp Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Afba 5star Fund Inc - Afba 5star Balanced Fund | Mixed-Asset Target Allocation Moderate | | Sold All | -11,200 | -100 % | | | | 4.38 % | $-2,464 | | | | | | News Article | History of Afba 5star Fund Inc - Afba 5star Balanced Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Afba 5star Fund Inc - Afba 5star Small Cap Fund | Small-Cap Core | 30,294 | No Change | 0 | 0 % | $152,076 | $158,741 | $6,665 | 4.38 % | $0 | | | | | | News Article | History of Afba 5star Fund Inc - Afba 5star Small Cap Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-31 | 2009-06-30 | N-CSRS | Tiaa Cref Life Fund - Stock Index Fund | Specialty & Misc | 826 | Added More | 445 | 116.79 % | $4,147 | $4,328 | $182 | 4.38 % | $98 | | | | | | News Article | History of Tiaa Cref Life Fund - Stock Index Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Wasatch Funds Inc - Wasatch Global Opportunities Fund | No Data | 34,800 | No Change | 0 | 0 % | $174,696 | $182,352 | $7,656 | 4.38 % | $0 | | | | | | News Article | History of Wasatch Funds Inc - Wasatch Global Opportunities Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Wasatch Funds Inc - Wasatch Micro Cap Fund | Small-Cap Growth | 401,390 | New Holding | 401,390 | 100 % | $2,014,978 | $2,103,284 | $88,306 | 4.38 % | $88,306 | | | | | | News Article | History of Wasatch Funds Inc - Wasatch Micro Cap Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Wasatch Funds Inc - Wasatch Micro Cap Value Fund | Small-Cap Core | 30,420 | New Holding | 30,420 | 100 % | $152,708 | $159,401 | $6,692 | 4.38 % | $6,692 | | | | | | News Article | History of Wasatch Funds Inc - Wasatch Micro Cap Value Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Wasatch Funds Inc - Wasatch Small Cap Value Fund | Small-Cap Core | 427,012 | Added More | 33,680 | 8.56 % | $2,143,600 | $2,237,543 | $93,943 | 4.38 % | $7,410 | | | | | | News Article | History of Wasatch Funds Inc - Wasatch Small Cap Value Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Wisdomtree Trust - Wisdomtree Smallcap Dividend Fund | Small-Cap Core | 4,469 | Added More | 565 | 14.47 % | $22,434 | $23,418 | $983 | 4.38 % | $124 | | | | | | News Article | History of Wisdomtree Trust - Wisdomtree Smallcap Dividend Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-28 | 2009-06-30 | N-Q | American Century Capital Portfolios Inc - Small Cap Value Fund | Small-Cap Value | 365,000 | Sold Some | -195,000 | -34.82 % | $1,850,550 | $1,912,600 | $62,050 | 3.35 % | $-33,150 | | | | | | News Article | History of American Century Capital Portfolios Inc - Small Cap Value Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 2000 Index Fund | Specialty & Misc | 817,083 | Added More | 138,751 | 20.45 % | $4,142,611 | $4,281,515 | $138,904 | 3.35 % | $23,588 | | | | | | News Article | History of Ishares Trust - Ishares Russell 2000 Index Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 2000 Value Index Fund | Multi-Cap Value | 552,202 | Added More | 110,439 | 24.99 % | $2,799,664 | $2,893,538 | $93,874 | 3.35 % | $18,775 | | | | | | News Article | History of Ishares Trust - Ishares Russell 2000 Value Index Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Index Fund | Specialty & Misc | 20,699 | Added More | 6,327 | 44.02 % | $104,944 | $108,463 | $3,519 | 3.35 % | $1,076 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Index Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Value Index Fund | Multi-Cap Value | 3,858 | Added More | 111 | 2.96 % | $19,560 | $20,216 | $656 | 3.35 % | $19 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Value Index Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell Microcap Index Fund | Specialty & Misc | 114,169 | Added More | 56,648 | 98.48 % | $578,837 | $598,246 | $19,409 | 3.35 % | $9,630 | | | | | | News Article | History of Ishares Trust - Ishares Russell Microcap Index Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Pacific Life Funds - Pl Comstock Fund | Specialty & Misc | 13,350 | New Holding | 13,350 | 100 % | $67,685 | $69,954 | $2,270 | 3.35 % | $2,270 | | | | | | News Article | History of Pacific Life Funds - Pl Comstock Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Seasons Series Trust - Small Cap Portfolio | Small-Cap Core | 9,047 | New Holding | 9,047 | 100 % | $45,868 | $47,406 | $1,538 | 3.35 % | $1,538 | | | | | | News Article | History of Seasons Series Trust - Small Cap Portfolio Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-28 | 2009-06-30 | 13F-HR/A | Wells Fargo And Co | Institution | 2,334,144 | Sold Some | -30,326 | -1.28 % | $11,834,110 | $12,230,915 | $396,804 | 3.35 % | $-5,155 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-27 | 2009-06-30 | N-Q | Tamarack Funds Trust - Tamarack Enterprise Fund | Specialty & Misc | 71,900 | No Change | 0 | 0 % | $374,599 | $376,756 | $2,157 | 0.57 % | $0 | | | | | | News Article | History of Tamarack Funds Trust - Tamarack Enterprise Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-27 | 2009-06-30 | N-Q | Tiaa Cref Institutional Mutual Funds - Equity Index Fund | Specialty & Misc | 45,788 | Added More | 12,117 | 35.98 % | $238,555 | $239,929 | $1,374 | 0.57 % | $364 | | | | | | News Article | History of Tiaa Cref Institutional Mutual Funds - Equity Index Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard 500 Index Fund | S&P 500 Index | | Sold All | -1,207,591 | -100 % | | | | 0.57 % | $-36,228 | | | | | | News Article | History of Vanguard Index Funds - Vanguard 500 Index Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Extended Market Index Fund | Mid-Cap Core | 396,087 | Added More | 29,764 | 8.12 % | $2,063,613 | $2,075,496 | $11,883 | 0.57 % | $893 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Extended Market Index Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Total Stock Market Index Fund | Multi-Cap Core | 590,124 | Added More | 23,509 | 4.14 % | $3,074,546 | $3,092,250 | $17,704 | 0.57 % | $705 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Total Stock Market Index Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Value Index Fund | Large-Cap Value | 506,270 | New Holding | 506,270 | 100 % | $2,637,667 | $2,652,855 | $15,188 | 0.57 % | $15,188 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Value Index Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds - Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 32,663 | Added More | 21,300 | 187.45 % | $170,174 | $171,154 | $980 | 0.57 % | $639 | | | | | | News Article | History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds - Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 11,363 | No Change | 0 | 0 % | $59,201 | $59,542 | $341 | 0.57 % | $0 | | | | | | News Article | History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Boston Private Financial Holdings Inc |
| 2009-08-24 | 2009-06-30 | N-CSRS | Oppenheimer Variable Account Funds - Oppenheimer Main Street Fundva | Specialty & Misc | 32,478 | New Holding | 32,478 | 100 % | $167,911 | $170,185 | $2,273 | 1.35 % | $2,273 | | | | | | News Article | History of Oppenheimer Variable Account Funds - Oppenheimer Main Street Fundva Ownership Of Boston Private Financial Holdings Inc |
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