Advisory Services Network’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Advisory Services Network’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 Q4	–	Sell	-1	Closed	–	–	3332
2019 Q3	$0	Hold	1	–	–	﹤0.01%	2866
2019 Q2	$0	Hold	1	–	–	﹤0.01%	2965
2019 Q1	$0	Hold	1	–	–	﹤0.01%	2766
2018 Q4	$0	Hold	1	–	–	﹤0.01%	2730
2018 Q3	$0	Hold	1	–	–	﹤0.01%	2668
2018 Q2	$0	Hold	1	–	–	﹤0.01%	2760
2018 Q1	$0	Hold	1	–	–	﹤0.01%	2759
2017 Q4	$0	Hold	1	–	–	﹤0.01%	2655
2017 Q3	$0	Hold	1	–	–	﹤0.01%	2465
2017 Q2	$0	Hold	1	–	–	﹤0.01%	2407
2017 Q1	$0	Buy	+1	New	+$17	﹤0.01%	2237

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Advisory Services Network's BPFH Position: Q4 2019 in Review

Advisory Services Network sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2019, closing a stake of 1 share.

Advisory Services Network first reported a position in BPFH in Q1 2017 and held it in 11 quarters. The position peaked at $0 in Q3 2019. 176 funds tracked by Wall St. Rank hold BPFH as of Q4 2019.

Advisory Services Network reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2019 after selling out during the quarter.
Advisory Services Network sold 1 Boston Private Financial Holdings, Inc. share in Q4 2019.
Advisory Services Network first reported a position in Boston Private Financial Holdings, Inc. in Q1 2017 and held it in 11 quarters.
Advisory Services Network's Boston Private Financial Holdings, Inc. position peaked at $0 in Q3 2019.
176 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2019.

Based on Advisory Services Network's 13F filing for Q4 2019, filed 4 Feb 2020.