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

Ergoteles’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 Q3	–	Sell	-787,942	Closed	-$11.6M	–	1887
2021 Q2	$11.6M	Buy	787,942 +773,362	+5,304%	+$11.3M	0.27%	111
2021 Q1	$194K	Buy	+14,580	New	+$194K	0.01%	679

Other funds holding BPFH

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Ergoteles's BPFH Position: Q3 2021 in Review

Ergoteles sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 787,942 shares — an estimated $11.6M sold.

Ergoteles first reported a position in BPFH in Q1 2021 and held it in 2 quarters. The position peaked at $11.6M in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

Ergoteles reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
Ergoteles sold 787,942 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $11.6M.
Ergoteles first reported a position in Boston Private Financial Holdings, Inc. in Q1 2021 and held it in 2 quarters.
Ergoteles's Boston Private Financial Holdings, Inc. position peaked at $11.6M in Q2 2021.
1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Ergoteles's 13F filing for Q3 2021, filed 15 Nov 2021.