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

Harbour Investments’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	-2,000	Closed	-$30K	–	4155
2021 Q2	$30K	Hold	2,000	–	–	﹤0.01%	2110
2021 Q1	$27K	Buy	+2,000	New	+$26.7K	﹤0.01%	2049

Other funds holding BPFH

CFB

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

Harbour Investments's BPFH Position: Q3 2021 in Review

Harbour Investments sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 2,000 shares — an estimated $30K sold.

Harbour Investments first reported a position in BPFH in Q1 2021 and held it in 2 quarters. The position peaked at $30K in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

Harbour Investments reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
Harbour Investments sold 2,000 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $30K.
Harbour Investments first reported a position in Boston Private Financial Holdings, Inc. in Q1 2021 and held it in 2 quarters.
Harbour Investments's Boston Private Financial Holdings, Inc. position peaked at $30K in Q2 2021.
1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

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