IA
BPFH

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

IndexIQ 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
2021
Q2 		– Sell
-299,005
Closed -$3.98M – 1159
2021
Q1 		$3.98M Buy
299,005
+269,712
+921% +$3.6M 0.14% 112
2020
Q4 		$248K Buy
29,293
+3,024
+12% +$21.4K 0.01% 808
2020
Q3 		$145K Buy
26,269
+1,425
+6% +$8.48K 0.01% 858
2020
Q2 		$171K Sell
24,844
-1,067
-4% -$7.46K 0.01% 735
2020
Q1 		$185K Buy
+25,911
New +$267K 0.01% 581

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
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
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
OPU
Omni Partners US Irvine, California $1.95B AUM
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

IndexIQ Advisors's BPFH Position: Q2 2021 in Review

IndexIQ Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2021, closing a stake of 299,005 shares — an estimated $3.98M sold.

IndexIQ Advisors first reported a position in BPFH in Q1 2020 and held it in 5 quarters. The position peaked at $3.98M in Q1 2021. 159 funds tracked by Wall St. Rank hold BPFH as of Q2 2021.

  • IndexIQ Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2021 after selling out during the quarter.
  • IndexIQ Advisors sold 299,005 Boston Private Financial Holdings, Inc. shares in Q2 2021, an estimated $3.98M.
  • IndexIQ Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q1 2020 and held it in 5 quarters.
  • IndexIQ Advisors's Boston Private Financial Holdings, Inc. position peaked at $3.98M in Q1 2021.
  • 159 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2021.

Based on IndexIQ Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.