Bank of America’s Boston Private Financial Holdings, Inc. WTS BPFHW Stock Holding History

Bank of America’s Portfolio BPFHW Stock Details BPFHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-5,900	Closed	-$61K	–	7630
2018 Q2	$61K	Hold	5,900	–	–	﹤0.01%	6039
2018 Q1	$53K	Hold	5,900	–	–	﹤0.01%	6025
2017 Q4	$57K	Hold	5,900	–	–	﹤0.01%	6018
2017 Q3	$63K	Buy	+5,900	New	+$54.6K	﹤0.01%	5852

Other funds holding BPFHW

CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America's BPFHW Position: Q3 2018 in Review

Bank of America sold out of Boston Private Financial Holdings, Inc. WTS (BPFHW) in Q3 2018, closing a stake of 5,900 shares — an estimated $61K sold.

Bank of America first reported a position in BPFHW in Q3 2017 and held it in 4 quarters. The position peaked at $63K in Q3 2017. 3 funds tracked by Wall St. Rank hold BPFHW as of Q3 2018.

Bank of America reported no remaining Boston Private Financial Holdings, Inc. WTS position as of Q3 2018 after selling out during the quarter.
Bank of America sold 5,900 Boston Private Financial Holdings, Inc. WTS shares in Q3 2018, an estimated $61K.
Bank of America first reported a position in Boston Private Financial Holdings, Inc. WTS in Q3 2017 and held it in 4 quarters.
Bank of America's Boston Private Financial Holdings, Inc. WTS position peaked at $63K in Q3 2017.
3 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. WTS as of Q3 2018.

Based on Bank of America's 13F filing for Q3 2018, filed 14 Nov 2018.