AG
BPFH

Advisor Group’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Advisor Group’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
2019
Q2 		– Sell
-1,846
Closed -$20K – 5461
2019
Q1 		$20K Buy
+1,846
New +$21.1K ﹤0.01% 3996
2016
Q3 		– Sell
-63
Closed – – 4679
2016
Q2 		$0 Buy
+63
New +$758 ﹤0.01% 4561

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Advisor Group's BPFH Position: Q2 2019 in Review

Advisor Group sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2019, closing a stake of 1,846 shares — an estimated $20K sold.

Advisor Group first reported a position in BPFH in Q2 2016 and held it in 2 quarters. The position peaked at $20K in Q1 2019. 180 funds tracked by Wall St. Rank hold BPFH as of Q2 2019.

  • Advisor Group reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2019 after selling out during the quarter.
  • Advisor Group sold 1,846 Boston Private Financial Holdings, Inc. shares in Q2 2019, an estimated $20K.
  • Advisor Group first reported a position in Boston Private Financial Holdings, Inc. in Q2 2016 and held it in 2 quarters.
  • Advisor Group's Boston Private Financial Holdings, Inc. position peaked at $20K in Q1 2019.
  • 180 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2019.

Based on Advisor Group's 13F filing for Q2 2019, filed 31 Jul 2019.