CIBC World Market’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

CIBC World Market’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	-16,809	Closed	-$229K	–	1245
2018 Q3	$229K	Buy	16,809 +196	+1%	+$2.86K	﹤0.01%	1035
2018 Q2	$264K	Buy	16,613 +808	+5%	+$13.3K	﹤0.01%	1007
2018 Q1	$238K	Buy	+15,805	New	+$240K	﹤0.01%	1046
2017 Q3	–	Sell	-55,719	Closed	-$855K	–	1125
2017 Q2	$855K	Sell	55,719 -29,319	-34%	-$454K	﹤0.01%	691
2017 Q1	$1.4M	Buy	+85,038	New	+$1.42M	﹤0.01%	504
2016 Q4	–	Sell	-50,600	Closed	-$649K	–	1166
2016 Q3	$649K	Buy	50,600 +2,595	+5%	+$32.2K	﹤0.01%	680
2016 Q2	$565K	Buy	+48,005	New	+$578K	﹤0.01%	641

Other funds holding BPFH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CIBC World Market's BPFH Position: Q4 2018 in Review

CIBC World Market sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2018, closing a stake of 16,809 shares — an estimated $229K sold.

CIBC World Market first reported a position in BPFH in Q2 2016 and held it in 7 quarters. The position peaked at $1.4M in Q1 2017. 173 funds tracked by Wall St. Rank hold BPFH as of Q4 2018.

CIBC World Market reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2018 after selling out during the quarter.
CIBC World Market sold 16,809 Boston Private Financial Holdings, Inc. shares in Q4 2018, an estimated $229K.
CIBC World Market first reported a position in Boston Private Financial Holdings, Inc. in Q2 2016 and held it in 7 quarters.
CIBC World Market's Boston Private Financial Holdings, Inc. position peaked at $1.4M in Q1 2017.
173 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2018.

Based on CIBC World Market's 13F filing for Q4 2018, filed 13 Feb 2019.