FTCM
BPFH

First Trust Capital Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

First Trust Capital Management’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
-1,341,409
Closed -$19.8M – 295
2021
Q2 		$19.8M Buy
+1,341,409
New +$19.6M 2.95% 8

Other funds holding BPFH

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

First Trust Capital Management's BPFH Position: Q3 2021 in Review

First Trust Capital Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 1,341,409 shares — an estimated $19.8M sold.

First Trust Capital Management first reported a position in BPFH in Q2 2021 and held it in 1 quarter. The position peaked at $19.8M in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

  • First Trust Capital Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
  • First Trust Capital Management sold 1,341,409 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $19.8M.
  • First Trust Capital Management first reported a position in Boston Private Financial Holdings, Inc. in Q2 2021 and held it in 1 quarter.
  • First Trust Capital Management's Boston Private Financial Holdings, Inc. position peaked at $19.8M in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on First Trust Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.