Commonwealth Equity Services’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Commonwealth Equity Services’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	-12,601	Closed	-$172K	–	2852
2018 Q3	$172K	Buy	12,601 +1,646	+15%	+$24.1K	﹤0.01%	2542
2018 Q2	$174K	Buy	10,955 +690	+7%	+$11.3K	﹤0.01%	2504
2018 Q1	$154K	Sell	10,265 -350	-3%	-$5.31K	﹤0.01%	2469
2017 Q4	$164K	Buy	10,615 +250	+2%	+$3.99K	﹤0.01%	2428
2017 Q3	$172K	Hold	10,365	–	–	﹤0.01%	2331
2017 Q2	$159K	Hold	10,365	–	–	﹤0.01%	2303
2017 Q1	$170K	Hold	10,365	–	–	﹤0.01%	2200
2016 Q4	$172K	Sell	10,365 -1,134	-10%	-$16.4K	﹤0.01%	2096
2016 Q3	$148K	Hold	11,499	–	–	﹤0.01%	2059
2016 Q2	$135K	Sell	11,499 -811	-7%	-$9.76K	﹤0.01%	2058
2016 Q1	$141K	Sell	12,310 -799	-6%	-$8.44K	﹤0.01%	2006
2015 Q4	$149K	Sell	13,109 -9,000	-41%	-$105K	﹤0.01%	1962
2015 Q3	$259K	Sell	22,109 -1,276	-5%	-$15.8K	﹤0.01%	1651
2015 Q2	$314K	Sell	23,385 -3,892	-14%	-$49.8K	﹤0.01%	1608
2015 Q1	$331K	Buy	27,277 +16,008	+142%	+$197K	﹤0.01%	1572
2014 Q4	$152K	Buy	11,269 +6	+0.1%	+$77	﹤0.01%	1918
2014 Q3	$140K	Sell	11,263 -320	-3%	-$4.04K	﹤0.01%	1917
2014 Q2	$156K	Buy	11,583 +339	+3%	+$4.34K	﹤0.01%	1875
2014 Q1	$152K	Sell	11,244 -8	-0.1%	-$102	﹤0.01%	1834
2013 Q4	$142K	Sell	11,252 -1,000	-8%	-$11.6K	﹤0.01%	1779
2013 Q3	$136K	Sell	12,252 -312	-2%	-$3.42K	﹤0.01%	1719
2013 Q2	$134K	Buy	+12,564	New	+$124K	﹤0.01%	1653

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 $61.9B AUM 29.81% 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

Commonwealth Equity Services's BPFH Position: Q4 2018 in Review

Commonwealth Equity Services sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2018, closing a stake of 12,601 shares — an estimated $172K sold.

Commonwealth Equity Services first reported a position in BPFH in Q2 2013 and held it in 22 quarters. The position peaked at $331K in Q1 2015. 173 funds tracked by Wall St. Rank hold BPFH as of Q4 2018.

Commonwealth Equity Services reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2018 after selling out during the quarter.
Commonwealth Equity Services sold 12,601 Boston Private Financial Holdings, Inc. shares in Q4 2018, an estimated $172K.
Commonwealth Equity Services first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 22 quarters.
Commonwealth Equity Services's Boston Private Financial Holdings, Inc. position peaked at $331K in Q1 2015.
173 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2018.

Based on Commonwealth Equity Services's 13F filing for Q4 2018, filed 11 Feb 2019.