AIM
BPFH

Assured Investment Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Assured Investment Management’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
-89,794
Closed -$984K – 1023
2019
Q1 		$984K Buy
89,794
+44,495
+98% +$509K 0.01% 392
2018
Q4 		$479K Buy
+45,299
New +$570K 0.01% 668

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 $71.2B AUM 41.74% 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

Assured Investment Management's BPFH Position: Q2 2019 in Review

Assured Investment Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2019, closing a stake of 89,794 shares — an estimated $984K sold.

Assured Investment Management first reported a position in BPFH in Q4 2018 and held it in 2 quarters. The position peaked at $984K in Q1 2019. 180 funds tracked by Wall St. Rank hold BPFH as of Q2 2019.

  • Assured Investment Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 89,794 Boston Private Financial Holdings, Inc. shares in Q2 2019, an estimated $984K.
  • Assured Investment Management first reported a position in Boston Private Financial Holdings, Inc. in Q4 2018 and held it in 2 quarters.
  • Assured Investment Management's Boston Private Financial Holdings, Inc. position peaked at $984K in Q1 2019.
  • 180 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.