CGH
BPFH

Crossmark Global Holdings’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Crossmark Global Holdings’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
-15,170
Closed -$207K – 1595
2018
Q3 		$207K Hold
15,170
– – 0.01% 1530
2018
Q2 		$241K Hold
15,170
– – 0.01% 1447
2018
Q1 		$228K Sell
15,170
-2,750
-15% -$41.7K 0.01% 1438
2017
Q4 		$277K Buy
17,920
+200
+1% +$3.19K 0.01% 1415
2017
Q3 		$293K Buy
+17,720
New +$268K 0.01% 1333
2016
Q3 		$293K Buy
+17,720
New +$220K 0.01% 1333

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Crossmark Global Holdings's BPFH Position: Q4 2018 in Review

Crossmark Global Holdings sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2018, closing a stake of 15,170 shares — an estimated $207K sold.

Crossmark Global Holdings first reported a position in BPFH in Q3 2016 and held it in 6 quarters. The position peaked at $293K in Q3 2017. 173 funds tracked by Wall St. Rank hold BPFH as of Q4 2018.

  • Crossmark Global Holdings reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2018 after selling out during the quarter.
  • Crossmark Global Holdings sold 15,170 Boston Private Financial Holdings, Inc. shares in Q4 2018, an estimated $207K.
  • Crossmark Global Holdings first reported a position in Boston Private Financial Holdings, Inc. in Q3 2016 and held it in 6 quarters.
  • Crossmark Global Holdings's Boston Private Financial Holdings, Inc. position peaked at $293K in Q3 2017.
  • 173 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2018.

Based on Crossmark Global Holdings's 13F filing for Q4 2018, filed 31 Jan 2019.