Cornerstone Advisors (Washington)’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Cornerstone Advisors (Washington)’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
2020 Q2	–	Sell	-148	Closed	-$1K	–	822
2020 Q1	$1K	Buy	148 +46	+45%	+$474	﹤0.01%	750
2019 Q4	$1K	Hold	102	–	–	﹤0.01%	749
2019 Q3	$1K	Buy	+102	New	+$1.15K	﹤0.01%	742
2018 Q3	–	Sell	-76	Closed	-$1K	–	1259
2018 Q2	$1K	Hold	76	–	–	﹤0.01%	1161
2018 Q1	$1K	Buy	+76	New	+$1.15K	﹤0.01%	1153

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Advisors (Washington)'s BPFH Position: Q2 2020 in Review

Cornerstone Advisors (Washington) sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2020, closing a stake of 148 shares — an estimated $1K sold.

Cornerstone Advisors (Washington) first reported a position in BPFH in Q1 2018 and held it in 5 quarters. The position peaked at $1K in Q1 2020. 169 funds tracked by Wall St. Rank hold BPFH as of Q2 2020.

Cornerstone Advisors (Washington) reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2020 after selling out during the quarter.
Cornerstone Advisors (Washington) sold 148 Boston Private Financial Holdings, Inc. shares in Q2 2020, an estimated $1K.
Cornerstone Advisors (Washington) first reported a position in Boston Private Financial Holdings, Inc. in Q1 2018 and held it in 5 quarters.
Cornerstone Advisors (Washington)'s Boston Private Financial Holdings, Inc. position peaked at $1K in Q1 2020.
169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q2 2020, filed 29 Jul 2020.