IA
BPFH

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

IFP Advisors’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
2017
Q4 		– Sell
-55
Closed -$877 – 4217
2017
Q3 		$1K Hold
55
– – ﹤0.01% 3998
2017
Q2 		$1K Hold
55
– – ﹤0.01% 3991
2017
Q1 		$1K Hold
55
– – ﹤0.01% 3896
2016
Q4 		$1K Buy
+55
New +$796 ﹤0.01% 3891
2016
Q3 		– Sell
-33
Closed – – 4116
2016
Q2 		$0 Buy
+33
New +$397 ﹤0.01% 4158
2016
Q1 		– Sell
-33
Closed – – 3705
2015
Q4 		$0 Buy
+33
New +$384 ﹤0.01% 3830

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

IFP Advisors's BPFH Position: Q4 2017 in Review

IFP Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2017, closing a stake of 55 shares — an estimated $877 sold.

IFP Advisors first reported a position in BPFH in Q4 2015 and held it in 6 quarters. The position peaked at $1K in Q3 2017. 165 funds tracked by Wall St. Rank hold BPFH as of Q4 2017.

  • IFP Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 55 Boston Private Financial Holdings, Inc. shares in Q4 2017, an estimated $877.
  • IFP Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q4 2015 and held it in 6 quarters.
  • IFP Advisors's Boston Private Financial Holdings, Inc. position peaked at $1K in Q3 2017.
  • 165 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.