CCIA
BPFH

Campbell & Co Investment Adviser’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Campbell & Co Investment Adviser’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
-12,780
Closed -$150K – 654
2018
Q4 		$150K Buy
+12,780
New +$161K 0.15% 294
2015
Q2 		– Sell
-56,173
Closed -$683K – 265
2015
Q1 		$683K Buy
+56,173
New +$691K 0.43% 84

Other funds holding BPFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 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

Campbell & Co Investment Adviser's BPFH Position: Q1 2019 in Review

Campbell & Co Investment Adviser sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2019, closing a stake of 12,780 shares — an estimated $150K sold.

Campbell & Co Investment Adviser first reported a position in BPFH in Q1 2015 and held it in 2 quarters. The position peaked at $683K in Q1 2015. 175 funds tracked by Wall St. Rank hold BPFH as of Q1 2019.

  • Campbell & Co Investment Adviser reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2019 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 12,780 Boston Private Financial Holdings, Inc. shares in Q1 2019, an estimated $150K.
  • Campbell & Co Investment Adviser first reported a position in Boston Private Financial Holdings, Inc. in Q1 2015 and held it in 2 quarters.
  • Campbell & Co Investment Adviser's Boston Private Financial Holdings, Inc. position peaked at $683K in Q1 2015.
  • 175 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2019.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2019, filed 10 May 2019.