BCA
BPFH

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

Berman 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
Q2 		– Sell
-80
Closed – – 1912
2020
Q1 		$0 Sell
80
-591
-88% -$6.08K ﹤0.01% 1761
2019
Q4 		$8K Hold
671
– – ﹤0.01% 852
2019
Q3 		$7K Hold
671
– – ﹤0.01% 868
2019
Q2 		$8K Buy
+671
New +$7.54K ﹤0.01% 841

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's BPFH Position: Q2 2020 in Review

Berman Capital Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2020, closing a stake of 80 shares.

Berman Capital Advisors first reported a position in BPFH in Q2 2019 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 169 funds tracked by Wall St. Rank hold BPFH as of Q2 2020.

  • Berman Capital Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 80 Boston Private Financial Holdings, Inc. shares in Q2 2020.
  • Berman Capital Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q2 2019 and held it in 4 quarters.
  • Berman Capital Advisors's Boston Private Financial Holdings, Inc. position peaked at $8K in Q4 2019.
  • 169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.