HGWM
BPFH

Harvest Group Wealth Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Harvest Group Wealth 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
2019
Q3 		– Sell
-117
Closed -$1K – 1164
2019
Q2 		$1K Hold
117
– – ﹤0.01% 866
2019
Q1 		$1K Buy
+117
New +$1.34K ﹤0.01% 894

Other funds holding BPFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Harvest Group Wealth Management's BPFH Position: Q3 2019 in Review

Harvest Group Wealth Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2019, closing a stake of 117 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in BPFH in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 178 funds tracked by Wall St. Rank hold BPFH as of Q3 2019.

  • Harvest Group Wealth Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 117 Boston Private Financial Holdings, Inc. shares in Q3 2019, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Boston Private Financial Holdings, Inc. in Q1 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's Boston Private Financial Holdings, Inc. position peaked at $1K in Q2 2019.
  • 178 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2019.

Based on Harvest Group Wealth Management's 13F filing for Q3 2019, filed 1 Nov 2019.