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

Financial Advisors’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	-21,000	Closed	-$177K	–	85
2020 Q4	$177K	Hold	21,000	–	–	0.08%	80
2020 Q3	$116K	Buy	+21,000	New	+$125K	0.06%	70
2020 Q2	–	Sell	-21,000	Closed	-$150K	–	66
2020 Q1	$150K	Sell	21,000 -1,232	-6%	-$12.7K	0.1%	60
2019 Q4	$267K	Sell	22,232 -2,003	-8%	-$23.2K	0.15%	54
2019 Q3	$282K	Sell	24,235 -305	-1%	-$3.44K	0.17%	48
2019 Q2	$296K	Hold	24,540	–	–	0.19%	47
2019 Q1	$269K	Hold	24,540	–	–	0.18%	54
2018 Q4	$259K	Buy	+24,540	New	+$309K	0.21%	47

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

Financial Advisors's BPFH Position: Q1 2021 in Review

Financial Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2021, closing a stake of 21,000 shares — an estimated $177K sold.

Financial Advisors first reported a position in BPFH in Q4 2018 and held it in 8 quarters. The position peaked at $296K in Q2 2019. 174 funds tracked by Wall St. Rank hold BPFH as of Q1 2021.

Financial Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2021 after selling out during the quarter.
Financial Advisors sold 21,000 Boston Private Financial Holdings, Inc. shares in Q1 2021, an estimated $177K.
Financial Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q4 2018 and held it in 8 quarters.
Financial Advisors's Boston Private Financial Holdings, Inc. position peaked at $296K in Q2 2019.
174 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2021.

Based on Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.