ACA
BPFH

Anchor Capital Advisors’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Anchor Capital 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
Q4 		– Sell
-11,715
Closed -$65K – 272
2020
Q3 		$65K Hold
11,715
– – ﹤0.01% 249
2020
Q2 		$81K Hold
11,715
– – ﹤0.01% 244
2020
Q1 		$84K Hold
11,715
– – ﹤0.01% 239
2019
Q4 		$141K Hold
11,715
– – ﹤0.01% 251
2019
Q3 		$137K Hold
11,715
– – ﹤0.01% 250
2019
Q2 		$141K Hold
11,715
– – 0.01% 244
2019
Q1 		$128 Sell
11,715
-2,520
-18% -$28.8K ﹤0.01% 244
2018
Q4 		$150K Sell
14,235
-11,902
-46% -$150K 0.01% 269
2018
Q3 		$357K Hold
26,137
– – 0.01% 239
2018
Q2 		$416K Hold
26,137
– – 0.02% 231
2018
Q1 		$393K Hold
26,137
– – 0.01% 258
2017
Q4 		$404K Hold
26,137
– – 0.01% 219
2017
Q3 		$433K Hold
26,137
– – 0.02% 209
2017
Q2 		$401K Hold
26,137
– – 0.01% 212
2017
Q1 		$429K Sell
26,137
-6,523
-20% -$109K 0.01% 215
2016
Q4 		$541K Sell
32,660
-3,440
-10% -$49.8K 0.02% 200
2016
Q3 		$463K Buy
36,100
+8,390
+30% +$104K 0.02% 218
2016
Q2 		$326K Sell
27,710
-6,720
-20% -$80.9K 0.01% 244
2016
Q1 		$394K Sell
34,430
-13
-0% -$137 0.01% 223
2015
Q4 		$391K Sell
34,443
-2,100
-6% -$24.4K 0.01% 239
2015
Q3 		$428K Hold
36,543
– – 0.01% 226
2015
Q2 		$490K Sell
36,543
-400
-1% -$5.12K 0.01% 227
2015
Q1 		$449K Buy
36,943
+876
+2% +$10.8K 0.01% 233
2014
Q4 		$486K Sell
36,067
-4,367
-11% -$56K 0.01% 239
2014
Q3 		$501K Sell
40,434
-6,700
-14% -$84.5K 0.01% 247
2014
Q2 		$633K Sell
47,134
-1,056
-2% -$13.5K 0.01% 237
2014
Q1 		$652K Sell
48,190
-15,088
-24% -$193K 0.01% 224
2013
Q4 		$799K Sell
63,278
-16,000
-20% -$186K 0.02% 204
2013
Q3 		$879K Hold
79,278
– – 0.02% 180
2013
Q2 		$844K Buy
+79,278
New +$780K 0.02% 184

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Anchor Capital Advisors's BPFH Position: Q4 2020 in Review

Anchor Capital Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2020, closing a stake of 11,715 shares — an estimated $65K sold.

Anchor Capital Advisors first reported a position in BPFH in Q2 2013 and held it in 30 quarters. The position peaked at $879K in Q3 2013. 169 funds tracked by Wall St. Rank hold BPFH as of Q4 2020.

  • Anchor Capital Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2020 after selling out during the quarter.
  • Anchor Capital Advisors sold 11,715 Boston Private Financial Holdings, Inc. shares in Q4 2020, an estimated $65K.
  • Anchor Capital Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 30 quarters.
  • Anchor Capital Advisors's Boston Private Financial Holdings, Inc. position peaked at $879K in Q3 2013.
  • 169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2020.

Based on Anchor Capital Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.