Elkfork Partners’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Elkfork Partners’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
2019 Q3	$163K	Hold	13,992	–	–	﹤0.01%	866
2019 Q2	$169K	Hold	13,992	–	–	﹤0.01%	864
2019 Q1	$153K	Hold	13,992	–	–	﹤0.01%	853
2018 Q4	$148K	Hold	13,992	–	–	﹤0.01%	836
2018 Q3	$191K	Buy	13,992 +1,430	+11%	+$20.9K	﹤0.01%	862
2018 Q2	$200K	Hold	12,562	–	–	0.01%	795
2018 Q1	$189K	Buy	12,562 +770	+7%	+$11.7K	0.01%	811
2017 Q4	$182K	Buy	11,792 +2,200	+23%	+$35.1K	﹤0.01%	814
2017 Q3	$159K	Buy	9,592 +2,332	+32%	+$35.2K	﹤0.01%	790
2017 Q2	$111K	Buy	7,260 +2,156	+42%	+$33.4K	﹤0.01%	836
2017 Q1	$84K	Buy	5,104 +396	+8%	+$6.59K	﹤0.01%	799
2016 Q4	$78K	Buy	+4,708	New	+$68.2K	﹤0.01%	797

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Elkfork Partners's BPFH Position: Q3 2019 in Review

Elkfork Partners held its Boston Private Financial Holdings, Inc. (BPFH) position steady in Q3 2019 at 13,992 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Elkfork Partners first reported a position in BPFH in Q4 2016 and has held it in 12 quarters since. The position peaked at $200K in Q2 2018. 178 funds tracked by Wall St. Rank hold BPFH as of Q3 2019.

Elkfork Partners held 13,992 shares of Boston Private Financial Holdings, Inc. worth $163K as of Q3 2019.
Elkfork Partners left its Boston Private Financial Holdings, Inc. share count unchanged in Q3 2019.
Boston Private Financial Holdings, Inc. made up ﹤0.01% of Elkfork Partners's portfolio in Q3 2019, its #866 holding.
Elkfork Partners first reported a position in Boston Private Financial Holdings, Inc. in Q4 2016 and has held it in 12 quarters since.
Elkfork Partners's Boston Private Financial Holdings, Inc. position peaked at $200K in Q2 2018.
178 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.