CAG
BPFH

Csenge Advisory Group’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Csenge Advisory Group’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
-23
Closed – – 1695
2018
Q3 		$0 Buy
+23
New +$336 ﹤0.01% 1790

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

Csenge Advisory Group's BPFH Position: Q4 2018 in Review

Csenge Advisory Group sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2018, closing a stake of 23 shares.

Csenge Advisory Group first reported a position in BPFH in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 173 funds tracked by Wall St. Rank hold BPFH as of Q4 2018.

  • Csenge Advisory Group reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2018 after selling out during the quarter.
  • Csenge Advisory Group sold 23 Boston Private Financial Holdings, Inc. shares in Q4 2018.
  • Csenge Advisory Group first reported a position in Boston Private Financial Holdings, Inc. in Q3 2018 and held it in 1 quarter.
  • Csenge Advisory Group's Boston Private Financial Holdings, Inc. position peaked at $0 in Q3 2018.
  • 173 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2018.

Based on Csenge Advisory Group's 13F filing for Q4 2018, filed 7 Feb 2019.