CANY
BPFH

Caxton Associates (New York)’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Caxton Associates (New York)’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
-19,151
Closed -$132K – 573
2020
Q2 		$132K Buy
+19,151
New +$134K 0.01% 408

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Caxton Associates (New York)'s BPFH Position: Q3 2020 in Review

Caxton Associates (New York) sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2020, closing a stake of 19,151 shares — an estimated $132K sold.

Caxton Associates (New York) first reported a position in BPFH in Q2 2020 and held it in 1 quarter. The position peaked at $132K in Q2 2020. 176 funds tracked by Wall St. Rank hold BPFH as of Q3 2020.

  • Caxton Associates (New York) reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2020 after selling out during the quarter.
  • Caxton Associates (New York) sold 19,151 Boston Private Financial Holdings, Inc. shares in Q3 2020, an estimated $132K.
  • Caxton Associates (New York) first reported a position in Boston Private Financial Holdings, Inc. in Q2 2020 and held it in 1 quarter.
  • Caxton Associates (New York)'s Boston Private Financial Holdings, Inc. position peaked at $132K in Q2 2020.
  • 176 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2020.

Based on Caxton Associates (New York)'s 13F filing for Q3 2020, filed 16 Nov 2020.