Credit Suisse’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-147,778
| Closed | -$2.18M | – | 4690 |
|
|
2021
Q2 | $2.18M | Sell |
147,778
-11,727
| -7% | -$172K | ﹤0.01% | 2800 |
|
|
2021
Q1 | $2.12M | Buy |
159,505
+37,457
| +31% | +$500K | ﹤0.01% | 2775 |
|
|
2020
Q4 | $1.03M | Buy |
122,048
+10,917
| +10% | +$77.3K | ﹤0.01% | 3320 |
|
|
2020
Q3 | $614K | Buy |
111,131
+13,690
| +14% | +$81.5K | ﹤0.01% | 3267 |
|
|
2020
Q2 | $670K | Buy |
97,441
+24,426
| +33% | +$171K | ﹤0.01% | 3148 |
|
|
2020
Q1 | $521K | Buy |
73,015
+1,887
| +3% | +$19.4K | ﹤0.01% | 3083 |
|
|
2019
Q4 | $856K | Buy |
71,128
+3,356
| +5% | +$38.9K | ﹤0.01% | 3239 |
|
|
2019
Q3 | $790K | Buy |
67,772
+9,519
| +16% | +$107K | ﹤0.01% | 3168 |
|
|
2019
Q2 | $703K | Sell |
58,253
-6,884
| -11% | -$77.3K | ﹤0.01% | 3186 |
|
|
2019
Q1 | $713K | Sell |
65,137
-13,887
| -18% | -$159K | ﹤0.01% | 3137 |
|
|
2018
Q4 | $835K | Buy |
79,024
+5,086
| +7% | +$63.9K | ﹤0.01% | 2920 |
|
|
2018
Q3 | $1.01M | Buy |
73,938
+1,270
| +2% | +$18.6K | ﹤0.01% | 2868 |
|
|
2018
Q2 | $1.16M | Sell |
72,668
-2,524
| -3% | -$41.5K | ﹤0.01% | 2906 |
|
|
2018
Q1 | $1.13M | Buy |
75,192
+3,347
| +5% | +$50.8K | ﹤0.01% | 2877 |
|
|
2017
Q4 | $1.11M | Sell |
71,845
-92,819
| -56% | -$1.48M | ﹤0.01% | 2918 |
|
|
2017
Q3 | $2.73M | Buy |
164,664
+26,060
| +19% | +$394K | ﹤0.01% | 2277 |
|
|
2017
Q2 | $2.13M | Sell |
138,604
-31,096
| -18% | -$482K | ﹤0.01% | 2188 |
|
|
2017
Q1 | $2.78M | Sell |
169,700
-29,030
| -15% | -$483K | ﹤0.01% | 2103 |
|
|
2016
Q4 | $3.29M | Sell |
198,730
-38,809
| -16% | -$562K | ﹤0.01% | 2011 |
|
|
2016
Q3 | $3.05M | Sell |
237,539
-100,529
| -30% | -$1.25M | ﹤0.01% | 2055 |
|
|
2016
Q2 | $3.98M | Sell |
338,068
-15,820
| -4% | -$190K | ﹤0.01% | 1799 |
|
|
2016
Q1 | $4.05M | Sell |
353,888
-123,419
| -26% | -$1.3M | ﹤0.01% | 1683 |
|
|
2015
Q4 | $5.41M | Buy |
477,307
+406,466
| +574% | +$4.73M | 0.01% | 1527 |
|
|
2015
Q3 | $829K | Sell |
70,841
-144,464
| -67% | -$1.78M | ﹤0.01% | 2984 |
|
|
2015
Q2 | $2.89M | Buy |
215,305
+62,984
| +41% | +$807K | ﹤0.01% | 2244 |
|
|
2015
Q1 | $1.85M | Buy |
152,321
+62,573
| +70% | +$769K | ﹤0.01% | 2457 |
|
|
2014
Q4 | $1.21M | Sell |
89,748
-149
| -0.2% | -$1.91K | ﹤0.01% | 2977 |
|
|
2014
Q3 | $1.11M | Buy |
89,897
+19,414
| +28% | +$245K | ﹤0.01% | 2959 |
|
|
2014
Q2 | $947K | Sell |
70,483
-9,699
| -12% | -$124K | ﹤0.01% | 3336 |
|
|
2014
Q1 | $1.08M | Buy |
80,182
+2,535
| +3% | +$32.5K | ﹤0.01% | 3047 |
|
|
2013
Q4 | $979K | Sell |
77,647
-5,675
| -7% | -$65.8K | ﹤0.01% | 3295 |
|
|
2013
Q3 | $924K | Buy |
83,322
+18,854
| +29% | +$206K | ﹤0.01% | 3026 |
|
|
2013
Q2 | $686K | Buy |
+64,468
| New | +$634K | ﹤0.01% | 3078 |
|
Other funds holding BPFH
Credit Suisse's BPFH Position: Q3 2021 in Review
Credit Suisse sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 147,778 shares — an estimated $2.18M sold.
Credit Suisse first reported a position in BPFH in Q2 2013 and held it in 33 quarters. The position peaked at $5.41M in Q4 2015. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.
- Credit Suisse reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
- Credit Suisse sold 147,778 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $2.18M.
- Credit Suisse first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 33 quarters.
- Credit Suisse's Boston Private Financial Holdings, Inc. position peaked at $5.41M in Q4 2015.
- 1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.
Based on Credit Suisse's 13F filing for Q3 2021, filed 12 Nov 2021.