6M
BPFH

6 Meridian’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

6 Meridian’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
2020
Q1 		– Sell
-24,690
Closed -$297K – 576
2019
Q4 		$297K Buy
24,690
+3,114
+14% +$36.1K 0.03% 414
2019
Q3 		$251K Buy
+21,576
New +$243K 0.02% 414

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

6 Meridian's BPFH Position: Q1 2020 in Review

6 Meridian sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2020, closing a stake of 24,690 shares — an estimated $297K sold.

6 Meridian first reported a position in BPFH in Q3 2019 and held it in 2 quarters. The position peaked at $297K in Q4 2019. 169 funds tracked by Wall St. Rank hold BPFH as of Q1 2020.

  • 6 Meridian reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2020 after selling out during the quarter.
  • 6 Meridian sold 24,690 Boston Private Financial Holdings, Inc. shares in Q1 2020, an estimated $297K.
  • 6 Meridian first reported a position in Boston Private Financial Holdings, Inc. in Q3 2019 and held it in 2 quarters.
  • 6 Meridian's Boston Private Financial Holdings, Inc. position peaked at $297K in Q4 2019.
  • 169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2020.

Based on 6 Meridian's 13F filing for Q1 2020, filed 14 Apr 2020.