HF
BPFH

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

HRT Financial’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
Q4 		– Sell
-25,326
Closed -$139K – 2753
2020
Q3 		$139K Sell
25,326
-25,979
-51% -$155K ﹤0.01% 1463
2020
Q2 		$352K Buy
+51,305
New +$359K 0.01% 922

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

HRT Financial's BPFH Position: Q4 2020 in Review

HRT Financial sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2020, closing a stake of 25,326 shares — an estimated $139K sold.

HRT Financial first reported a position in BPFH in Q2 2020 and held it in 2 quarters. The position peaked at $352K in Q2 2020. 169 funds tracked by Wall St. Rank hold BPFH as of Q4 2020.

  • HRT Financial reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2020 after selling out during the quarter.
  • HRT Financial sold 25,326 Boston Private Financial Holdings, Inc. shares in Q4 2020, an estimated $139K.
  • HRT Financial first reported a position in Boston Private Financial Holdings, Inc. in Q2 2020 and held it in 2 quarters.
  • HRT Financial's Boston Private Financial Holdings, Inc. position peaked at $352K in Q2 2020.
  • 169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2020.

Based on HRT Financial's 13F filing for Q4 2020, filed 16 Feb 2021.