BWP
BPFH

Baldwin Wealth Partners’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Baldwin Wealth Partners’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
-142
Closed -$2K – 563
2019
Q3 		$2K Sell
142
-26,320
-99% -$296K ﹤0.01% 502
2019
Q2 		$319K Sell
26,462
-6,443
-20% -$72.4K 0.05% 164
2019
Q1 		$361K Hold
32,905
– – 0.05% 156
2018
Q4 		$348K Hold
32,905
– – 0.06% 140
2018
Q3 		$449K Sell
32,905
-16,266
-33% -$238K 0.06% 138
2018
Q2 		$782K Hold
49,171
– – 0.12% 98
2018
Q1 		$740K Sell
49,171
-21,520
-30% -$326K 0.12% 99
2017
Q4 		$1.09M Buy
70,691
+4,055
+6% +$64.7K 0.17% 88
2017
Q3 		$1.1M Sell
66,636
-1,500
-2% -$22.7K 0.18% 86
2017
Q2 		$1.05M Hold
68,136
– – 0.17% 87
2017
Q1 		$1.12M Sell
68,136
-5,046
-7% -$84K 0.18% 84
2016
Q4 		$1.21M Hold
73,182
– – 0.22% 69
2016
Q3 		$939K Buy
73,182
+64,312
+725% +$797K 0.17% 77
2016
Q2 		$104K Buy
8,870
+1,070
+14% +$12.9K 0.02% 205
2016
Q1 		$89K Buy
+7,800
New +$82.4K 0.02% 251
2015
Q4 		– Sell
-11,760
Closed -$138K – 252
2015
Q3 		$138K Hold
11,760
– – 0.02% 224
2015
Q2 		$158K Hold
11,760
– – 0.02% 227
2015
Q1 		$143K Sell
11,760
-13,271
-53% -$163K 0.02% 229
2014
Q4 		$337K Buy
25,031
+2,320
+10% +$29.8K 0.05% 195
2014
Q3 		$281K Buy
22,711
+7,773
+52% +$98K 0.04% 216
2014
Q2 		$201K Buy
+14,938
New +$191K 0.03% 230

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
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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Baldwin Wealth Partners's BPFH Position: Q4 2019 in Review

Baldwin Wealth Partners sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2019, closing a stake of 142 shares — an estimated $2K sold.

Baldwin Wealth Partners first reported a position in BPFH in Q2 2014 and held it in 21 quarters. The position peaked at $1.21M in Q4 2016. 176 funds tracked by Wall St. Rank hold BPFH as of Q4 2019.

  • Baldwin Wealth Partners reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2019 after selling out during the quarter.
  • Baldwin Wealth Partners sold 142 Boston Private Financial Holdings, Inc. shares in Q4 2019, an estimated $2K.
  • Baldwin Wealth Partners first reported a position in Boston Private Financial Holdings, Inc. in Q2 2014 and held it in 21 quarters.
  • Baldwin Wealth Partners's Boston Private Financial Holdings, Inc. position peaked at $1.21M in Q4 2016.
  • 176 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2019.

Based on Baldwin Wealth Partners's 13F filing for Q4 2019, filed 29 Jan 2020.