GKIM
BPFH

GW&K Investment Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

GW&K Investment 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
2020
Q2 		– Sell
-306,440
Closed -$2.19M – 393
2020
Q1 		$2.19M Sell
306,440
-66,140
-18% -$681K 0.04% 257
2019
Q4 		$4.48M Sell
372,580
-23,908
-6% -$277K 0.06% 252
2019
Q3 		$4.62M Sell
396,488
-21,267
-5% -$239K 0.07% 244
2019
Q2 		$5.04M Buy
+417,755
New +$4.69M 0.08% 234

Other funds holding BPFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GW&K Investment Management's BPFH Position: Q2 2020 in Review

GW&K Investment Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2020, closing a stake of 306,440 shares — an estimated $2.19M sold.

GW&K Investment Management first reported a position in BPFH in Q2 2019 and held it in 4 quarters. The position peaked at $5.04M in Q2 2019. 169 funds tracked by Wall St. Rank hold BPFH as of Q2 2020.

  • GW&K Investment Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2020 after selling out during the quarter.
  • GW&K Investment Management sold 306,440 Boston Private Financial Holdings, Inc. shares in Q2 2020, an estimated $2.19M.
  • GW&K Investment Management first reported a position in Boston Private Financial Holdings, Inc. in Q2 2019 and held it in 4 quarters.
  • GW&K Investment Management's Boston Private Financial Holdings, Inc. position peaked at $5.04M in Q2 2019.
  • 169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2020.

Based on GW&K Investment Management's 13F filing for Q2 2020, filed 6 Aug 2020.