CFG
BPFH

Citizens Financial Group’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Citizens Financial Group’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
2017
Q2 		– Sell
-152
Closed -$2K – 627
2017
Q1 		$2K Sell
152
-59
-28% -$982 ﹤0.01% 596
2016
Q4 		$3K Hold
211
– – ﹤0.01% 590
2016
Q3 		$3K Hold
211
– – ﹤0.01% 594
2016
Q2 		$2K Buy
+211
New +$2.54K ﹤0.01% 638

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Citizens Financial Group's BPFH Position: Q2 2017 in Review

Citizens Financial Group sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2017, closing a stake of 152 shares — an estimated $2K sold.

Citizens Financial Group first reported a position in BPFH in Q2 2016 and held it in 4 quarters. The position peaked at $3K in Q4 2016. 160 funds tracked by Wall St. Rank hold BPFH as of Q2 2017.

  • Citizens Financial Group reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2017 after selling out during the quarter.
  • Citizens Financial Group sold 152 Boston Private Financial Holdings, Inc. shares in Q2 2017, an estimated $2K.
  • Citizens Financial Group first reported a position in Boston Private Financial Holdings, Inc. in Q2 2016 and held it in 4 quarters.
  • Citizens Financial Group's Boston Private Financial Holdings, Inc. position peaked at $3K in Q4 2016.
  • 160 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2017.

Based on Citizens Financial Group's 13F filing for Q2 2017, filed 10 Aug 2017.