CIM
BPFH

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

CIM 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
2021
Q1 		– Sell
-20,789
Closed -$176K – 334
2020
Q4 		$176K Hold
20,789
– – 0.06% 279
2020
Q3 		$115K Buy
20,789
+300
+1% +$1.79K 0.04% 254
2020
Q2 		$141K Buy
20,489
+3,486
+21% +$24.4K 0.06% 239
2020
Q1 		$122K Hold
17,003
– – 0.06% 178
2019
Q4 		$205K Sell
17,003
-13,285
-44% -$154K 0.08% 207
2019
Q3 		$353K Hold
30,288
– – 0.13% 193
2019
Q2 		$366K Sell
30,288
-626
-2% -$7.03K 0.13% 190
2019
Q1 		$339K Sell
30,914
-262
-0.8% -$2.99K 0.13% 212
2018
Q4 		$330K Hold
31,176
– – 0.14% 189
2018
Q3 		$426K Hold
31,176
– – 0.15% 189
2018
Q2 		$496K Hold
31,176
– – 0.17% 164
2018
Q1 		$469K Hold
31,176
– – 0.16% 181
2017
Q4 		$482K Sell
31,176
-294
-0.9% -$4.69K 0.16% 177
2017
Q3 		$521K Hold
31,470
– – 0.19% 155
2017
Q2 		$483K Sell
31,470
-988
-3% -$15.3K 0.17% 174
2017
Q1 		$532K Hold
32,458
– – 0.18% 151
2016
Q4 		$537K Hold
32,458
– – 0.2% 146
2016
Q3 		$416K Buy
32,458
+1,240
+4% +$15.4K 0.16% 172
2016
Q2 		$368K Buy
31,218
+3,150
+11% +$37.9K 0.15% 182
2016
Q1 		$321K Buy
28,068
+3,727
+15% +$39.4K 0.14% 178
2015
Q4 		$276K Hold
24,341
– – 0.13% 190
2015
Q3 		$285K Buy
24,341
+2,916
+14% +$36K 0.14% 179
2015
Q2 		$287K Hold
21,425
– – 0.13% 171
2015
Q1 		$260K Hold
21,425
– – 0.11% 185
2014
Q4 		$289K Buy
21,425
+2,964
+16% +$38K 0.13% 165
2014
Q3 		$229K Buy
18,461
+3,345
+22% +$42.2K 0.12% 158
2014
Q2 		$203K Sell
15,116
-463
-3% -$5.93K 0.1% 163
2014
Q1 		$211K Buy
15,579
+4,023
+35% +$51.5K 0.1% 187
2013
Q4 		$146K Buy
+11,556
New +$134K 0.07% 135

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
OP
Omni Partners London, United Kingdom $2.03B AUM 126.33% 1-Year Est. Return

CIM Investment Management's BPFH Position: Q1 2021 in Review

CIM Investment Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2021, closing a stake of 20,789 shares — an estimated $176K sold.

CIM Investment Management first reported a position in BPFH in Q4 2013 and held it in 29 quarters. The position peaked at $537K in Q4 2016. 174 funds tracked by Wall St. Rank hold BPFH as of Q1 2021.

  • CIM Investment Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2021 after selling out during the quarter.
  • CIM Investment Management sold 20,789 Boston Private Financial Holdings, Inc. shares in Q1 2021, an estimated $176K.
  • CIM Investment Management first reported a position in Boston Private Financial Holdings, Inc. in Q4 2013 and held it in 29 quarters.
  • CIM Investment Management's Boston Private Financial Holdings, Inc. position peaked at $537K in Q4 2016.
  • 174 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2021.

Based on CIM Investment Management's 13F filing for Q1 2021, filed 20 May 2021.