BOS
BPFH

Bingham Osborn & Scarborough’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Bingham Osborn & Scarborough’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
2018
Q4 		– Sell
-10,060
Closed -$137K – 151
2018
Q3 		$137K Buy
10,060
+3
+0% +$44 0.01% 142
2018
Q2 		$160K Buy
10,057
+1
+0% +$16 0.02% 138
2018
Q1 		$151K Buy
10,056
+2
+0% +$30 0.01% 145
2017
Q4 		$155K Buy
10,054
+2
+0% +$32 0.01% 128
2017
Q3 		$166K Buy
10,052
+2
+0% +$30 0.02% 121
2017
Q2 		$154K Buy
10,050
+2
+0% +$31 0.01% 119
2017
Q1 		$165K Buy
10,048
+2
+0% +$33 0.02% 116
2016
Q4 		$166K Buy
10,046
+1
+0% +$14 0.02% 112
2016
Q3 		$129K Buy
10,045
+2
+0% +$25 0.01% 110
2016
Q2 		$118K Sell
10,043
-311
-3% -$3.74K 0.01% 109
2016
Q1 		$119K Sell
10,354
-47
-0.5% -$496 0.01% 113
2015
Q4 		$118K Buy
10,401
+2
+0% +$23 0.01% 107
2015
Q3 		$122K Buy
10,399
+2
+0% +$25 0.02% 108
2015
Q2 		$139K Sell
10,397
-8,626
-45% -$110K 0.02% 113
2015
Q1 		$231K Sell
19,023
-998
-5% -$12.3K 0.03% 102
2014
Q4 		$270K Sell
20,021
-15,392
-43% -$197K 0.03% 95
2014
Q3 		$439K Sell
35,413
-6,768
-16% -$85.3K 0.06% 75
2014
Q2 		$567K Buy
42,181
+3,917
+10% +$50.2K 0.08% 56
2014
Q1 		$518K Sell
38,264
-51,837
-58% -$664K 0.07% 62
2013
Q4 		$1.14M Buy
90,101
+295
+0.3% +$3.42K 0.17% 31
2013
Q3 		$996K Sell
89,806
-11,036
-11% -$121K 0.16% 31
2013
Q2 		$1.07M Buy
+100,842
New +$992K 0.18% 29

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 $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bingham Osborn & Scarborough's BPFH Position: Q4 2018 in Review

Bingham Osborn & Scarborough sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2018, closing a stake of 10,060 shares — an estimated $137K sold.

Bingham Osborn & Scarborough first reported a position in BPFH in Q2 2013 and held it in 22 quarters. The position peaked at $1.14M in Q4 2013. 173 funds tracked by Wall St. Rank hold BPFH as of Q4 2018.

  • Bingham Osborn & Scarborough reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2018 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 10,060 Boston Private Financial Holdings, Inc. shares in Q4 2018, an estimated $137K.
  • Bingham Osborn & Scarborough first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 22 quarters.
  • Bingham Osborn & Scarborough's Boston Private Financial Holdings, Inc. position peaked at $1.14M in Q4 2013.
  • 173 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2018.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2018, filed 30 Jan 2019.