Engineers Gate Manager’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Engineers Gate Manager’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	-61,952	Closed	-$523K	–	2232
2020 Q4	$523K	Sell	61,952 -6,177	-9%	-$43.8K	0.02%	957
2020 Q3	$376K	Buy	68,129 +12,880	+23%	+$76.7K	0.02%	1136
2020 Q2	$380K	Buy	55,249 +36,556	+196%	+$256K	0.02%	1101
2020 Q1	$134K	Buy	+18,693	New	+$192K	0.01%	1355
2015 Q3	–	Sell	-10,824	Closed	-$145K	–	1050
2015 Q2	$145K	Buy	+10,824	New	+$139K	0.01%	957

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

Engineers Gate Manager's BPFH Position: Q1 2021 in Review

Engineers Gate Manager sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2021, closing a stake of 61,952 shares — an estimated $523K sold.

Engineers Gate Manager first reported a position in BPFH in Q2 2015 and held it in 5 quarters. The position peaked at $523K in Q4 2020. 174 funds tracked by Wall St. Rank hold BPFH as of Q1 2021.

Engineers Gate Manager reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2021 after selling out during the quarter.
Engineers Gate Manager sold 61,952 Boston Private Financial Holdings, Inc. shares in Q1 2021, an estimated $523K.
Engineers Gate Manager first reported a position in Boston Private Financial Holdings, Inc. in Q2 2015 and held it in 5 quarters.
Engineers Gate Manager's Boston Private Financial Holdings, Inc. position peaked at $523K in Q4 2020.
174 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2021.

Based on Engineers Gate Manager's 13F filing for Q1 2021, filed 17 May 2021.