ABC
BPFH

Associated Banc-Corp’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Associated Banc-Corp’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
2021
Q1 		– Sell
-444
Closed -$4K – 975
2020
Q4 		$4K Buy
444
+166
+60% +$1.18K ﹤0.01% 592
2020
Q3 		$2K Buy
+278
New +$1.66K ﹤0.01% 798
2020
Q2 		– Sell
-280
Closed -$2K – 1217
2020
Q1 		$2K Buy
+280
New +$2.88K ﹤0.01% 740

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
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
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
OP
Omni Partners London, United Kingdom $2.03B AUM 126.33% 1-Year Est. Return

Associated Banc-Corp's BPFH Position: Q1 2021 in Review

Associated Banc-Corp sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2021, closing a stake of 444 shares — an estimated $4K sold.

Associated Banc-Corp first reported a position in BPFH in Q1 2020 and held it in 3 quarters. The position peaked at $4K in Q4 2020. 174 funds tracked by Wall St. Rank hold BPFH as of Q1 2021.

  • Associated Banc-Corp reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2021 after selling out during the quarter.
  • Associated Banc-Corp sold 444 Boston Private Financial Holdings, Inc. shares in Q1 2021, an estimated $4K.
  • Associated Banc-Corp first reported a position in Boston Private Financial Holdings, Inc. in Q1 2020 and held it in 3 quarters.
  • Associated Banc-Corp's Boston Private Financial Holdings, Inc. position peaked at $4K in Q4 2020.
  • 174 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2021.

Based on Associated Banc-Corp's 13F filing for Q1 2021, filed 5 May 2021.