Citigroup
BPFHP

Citigroup’s Boston Private Financial Holdings, Inc. BPFHP Stock Holding History

Citigroup’s Portfolio BPFHP Stock Details BPFHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-375
Closed -$9K – 7594
2014
Q4 		$9K Buy
+375
New +$9.35K ﹤0.01% 6525
2014
Q2 		– Sell
-904
Closed -$21K – 7455
2014
Q1 		$21K Buy
904
+445
+97% +$10.3K ﹤0.01% 6010
2013
Q4 		$10K Sell
459
-3,436
-88% -$78.5K ﹤0.01% 6427
2013
Q3 		$92K Buy
+3,895
New +$93K ﹤0.01% 4802

Other funds holding BPFHP

AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return

Citigroup's BPFHP Position: Q1 2015 in Review

Citigroup sold out of Boston Private Financial Holdings, Inc. (BPFHP) in Q1 2015, closing a stake of 375 shares — an estimated $9K sold.

Citigroup first reported a position in BPFHP in Q3 2013 and held it in 4 quarters. The position peaked at $92K in Q3 2013. 4 funds tracked by Wall St. Rank hold BPFHP as of Q1 2015.

  • Citigroup reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2015 after selling out during the quarter.
  • Citigroup sold 375 Boston Private Financial Holdings, Inc. shares in Q1 2015, an estimated $9K.
  • Citigroup first reported a position in Boston Private Financial Holdings, Inc. in Q3 2013 and held it in 4 quarters.
  • Citigroup's Boston Private Financial Holdings, Inc. position peaked at $92K in Q3 2013.
  • 4 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2015.

Based on Citigroup's 13F filing for Q1 2015, filed 14 May 2015.