BIM
BPFH

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

Bogle 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
Q1 		– Sell
-208,124
Closed -$2.2M – 430
2018
Q4 		$2.2M Buy
+208,124
New +$2.62M 0.17% 150

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bogle Investment Management's BPFH Position: Q1 2019 in Review

Bogle Investment Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2019, closing a stake of 208,124 shares — an estimated $2.2M sold.

Bogle Investment Management first reported a position in BPFH in Q4 2018 and held it in 1 quarter. The position peaked at $2.2M in Q4 2018. 175 funds tracked by Wall St. Rank hold BPFH as of Q1 2019.

  • Bogle Investment Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2019 after selling out during the quarter.
  • Bogle Investment Management sold 208,124 Boston Private Financial Holdings, Inc. shares in Q1 2019, an estimated $2.2M.
  • Bogle Investment Management first reported a position in Boston Private Financial Holdings, Inc. in Q4 2018 and held it in 1 quarter.
  • Bogle Investment Management's Boston Private Financial Holdings, Inc. position peaked at $2.2M in Q4 2018.
  • 175 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2019.

Based on Bogle Investment Management's 13F filing for Q1 2019, filed 13 May 2019.