Capital World Investors’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Capital World Investors’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 Q3	–	Sell	-1,978,177	Closed	-$13.6M	–	571
2020 Q2	$13.6M	Hold	1,978,177	–	–	﹤0.01%	459
2020 Q1	$14.1M	Hold	1,978,177	–	–	﹤0.01%	425
2019 Q4	$23.8M	Hold	1,978,177	–	–	0.01%	410
2019 Q3	$23.1M	Hold	1,978,177	–	–	0.01%	396
2019 Q2	$23.9M	Hold	1,978,177	–	–	0.01%	422
2019 Q1	$21.7M	Hold	1,978,177	–	–	0.01%	429
2018 Q4	$20.9M	Hold	1,978,177	–	–	0.01%	431
2018 Q3	$27M	Hold	1,978,177	–	–	0.01%	440
2018 Q2	$31.5M	Hold	1,978,177	–	–	0.01%	413
2018 Q1	$29.8M	Hold	1,978,177	–	–	0.01%	393
2017 Q4	$30.6M	Hold	1,978,177	–	–	0.01%	396
2017 Q3	$32.7M	Hold	1,978,177	–	–	0.01%	386
2017 Q2	$30.4M	Hold	1,978,177	–	–	0.01%	383
2017 Q1	$32.4M	Hold	1,978,177	–	–	0.01%	385
2016 Q4	$32.7M	Buy	1,978,177 +868,177	+78%	+$12.6M	0.01%	370
2016 Q3	$14.2M	Hold	1,110,000	–	–	﹤0.01%	426
2016 Q2	$13.1M	Hold	1,110,000	–	–	﹤0.01%	422
2016 Q1	$12.7M	Hold	1,110,000	–	–	﹤0.01%	430
2015 Q4	$12.6M	Hold	1,110,000	–	–	﹤0.01%	452
2015 Q3	$13M	Hold	1,110,000	–	–	﹤0.01%	459
2015 Q2	$14.9M	Buy	+1,110,000	New	+$14.2M	﹤0.01%	469

Other funds holding BPFH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors's BPFH Position: Q3 2020 in Review

Capital World Investors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2020, closing a stake of 1,978,177 shares — an estimated $13.6M sold.

Capital World Investors first reported a position in BPFH in Q2 2015 and held it in 21 quarters. The position peaked at $32.7M in Q3 2017. 176 funds tracked by Wall St. Rank hold BPFH as of Q3 2020.

Capital World Investors reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2020 after selling out during the quarter.
Capital World Investors sold 1,978,177 Boston Private Financial Holdings, Inc. shares in Q3 2020, an estimated $13.6M.
Capital World Investors first reported a position in Boston Private Financial Holdings, Inc. in Q2 2015 and held it in 21 quarters.
Capital World Investors's Boston Private Financial Holdings, Inc. position peaked at $32.7M in Q3 2017.
176 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2020.

Based on Capital World Investors's 13F filing for Q3 2020, filed 13 Nov 2020.