Creative Planning’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Creative Planning’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
2021 Q1	–	Sell	-22,844	Closed	-$193K	–	2781
2020 Q4	$193K	Hold	22,844	–	–	﹤0.01%	1914
2020 Q3	$126K	Sell	22,844 -22,771	-50%	-$136K	﹤0.01%	1794
2020 Q2	$314K	Buy	+45,615	New	+$319K	﹤0.01%	1271
2017 Q2	–	Sell	-500	Closed	-$8K	–	4927
2017 Q1	$8K	Buy	+500	New	+$8.32K	﹤0.01%	3755
2016 Q1	–	Sell	-500	Closed	-$6K	–	4622
2015 Q4	$6K	Sell	500 -1,000	-67%	-$11.6K	﹤0.01%	3620
2015 Q3	$18K	Buy	+1,500	New	+$18.5K	﹤0.01%	2824
2015 Q2	–	Sell	-1,525	Closed	-$19K	–	3379
2015 Q1	$19K	Buy	1,525 +500	+49%	+$6.15K	﹤0.01%	2773
2014 Q4	$14K	Buy	1,025 +500	+95%	+$6.41K	﹤0.01%	2932
2014 Q3	$7K	Buy	525 +500	+2,000%	+$6.3K	﹤0.01%	3154
2014 Q2	$0	Hold	25	–	–	﹤0.01%	4025
2014 Q1	$0	Hold	25	–	–	﹤0.01%	3810
2013 Q4	$0	Hold	25	–	–	﹤0.01%	3526
2013 Q3	$0	Hold	25	–	–	﹤0.01%	3401
2013 Q2	$0	Buy	+25	New	+$246	﹤0.01%	3139

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

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

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Omni Partners London, United Kingdom $2.03B AUM 126.33% 1-Year Est. Return

Creative Planning's BPFH Position: Q1 2021 in Review

Creative Planning sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2021, closing a stake of 22,844 shares — an estimated $193K sold.

Creative Planning first reported a position in BPFH in Q2 2013 and held it in 14 quarters. The position peaked at $314K in Q2 2020. 174 funds tracked by Wall St. Rank hold BPFH as of Q1 2021.

Creative Planning reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2021 after selling out during the quarter.
Creative Planning sold 22,844 Boston Private Financial Holdings, Inc. shares in Q1 2021, an estimated $193K.
Creative Planning first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 14 quarters.
Creative Planning's Boston Private Financial Holdings, Inc. position peaked at $314K in Q2 2020.
174 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2021.

Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.