CWA
BPFH

Clarus Wealth Advisors’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Clarus Wealth Advisors’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
Q3 		– Sell
-399
Closed -$6K – 784
2018
Q2 		$6K Buy
+399
New +$6.56K ﹤0.01% 600

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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Clarus Wealth Advisors's BPFH Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2018, closing a stake of 399 shares — an estimated $6K sold.

Clarus Wealth Advisors first reported a position in BPFH in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 161 funds tracked by Wall St. Rank hold BPFH as of Q3 2018.

  • Clarus Wealth Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 399 Boston Private Financial Holdings, Inc. shares in Q3 2018, an estimated $6K.
  • Clarus Wealth Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q2 2018 and held it in 1 quarter.
  • Clarus Wealth Advisors's Boston Private Financial Holdings, Inc. position peaked at $6K in Q2 2018.
  • 161 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.