A.R.T. Advisors’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

A.R.T. Advisors’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	-17,400	Closed	-$209K	–	1217
2019 Q4	$209K	Buy	+17,400	New	+$202K	0.01%	1145
2018 Q1	–	Sell	-28,300	Closed	-$437K	–	1859
2017 Q4	$437K	Buy	+28,300	New	+$451K	0.02%	953
2016 Q3	–	Sell	-29,385	Closed	-$346K	–	1329
2016 Q2	$346K	Buy	+29,385	New	+$354K	0.02%	924
2015 Q4	–	Sell	-109,223	Closed	-$1.28M	–	1814
2015 Q3	$1.28M	Sell	109,223 -107,035	-49%	-$1.32M	0.05%	543
2015 Q2	$2.9M	Buy	216,258 +76,753	+55%	+$983K	0.1%	317
2015 Q1	$1.69M	Buy	139,505 +62,721	+82%	+$771K	0.06%	448
2014 Q4	$1.03M	Buy	76,784 +48,920	+176%	+$627K	0.04%	637
2014 Q3	$345K	Hold	27,864	–	–	0.02%	885
2014 Q2	$374K	Sell	27,864 -3,500	-11%	-$44.9K	0.02%	902
2014 Q1	$424K	Buy	31,364 +6,293	+25%	+$80.6K	0.02%	828
2013 Q4	$316K	Sell	25,071 -1,300	-5%	-$15.1K	0.02%	949
2013 Q3	$292K	Buy	26,371 +1,702	+7%	+$18.6K	0.02%	991
2013 Q2	$262K	Buy	+24,669	New	+$243K	0.01%	1080

Other funds holding BPFH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

A.R.T. Advisors's BPFH Position: Q1 2020 in Review

A.R.T. Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2020, closing a stake of 17,400 shares — an estimated $209K sold.

A.R.T. Advisors first reported a position in BPFH in Q2 2013 and held it in 13 quarters. The position peaked at $2.9M in Q2 2015. 169 funds tracked by Wall St. Rank hold BPFH as of Q1 2020.

A.R.T. Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2020 after selling out during the quarter.
A.R.T. Advisors sold 17,400 Boston Private Financial Holdings, Inc. shares in Q1 2020, an estimated $209K.
A.R.T. Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 13 quarters.
A.R.T. Advisors's Boston Private Financial Holdings, Inc. position peaked at $2.9M in Q2 2015.
169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2020.

Based on A.R.T. Advisors's 13F filing for Q1 2020, filed 15 May 2020.