Invesco
BPFHP

Invesco’s Boston Private Financial Holdings, Inc. BPFHP Stock Holding History

Invesco’s Portfolio BPFHP Stock Details BPFHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-200
Closed -$5K – 4396
2013
Q3 		$5K Buy
+200
New +$4.77K ﹤0.01% 4266

Other funds holding BPFHP

6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Invesco's BPFHP Position: Q4 2013 in Review

Invesco sold out of Boston Private Financial Holdings, Inc. (BPFHP) in Q4 2013, closing a stake of 200 shares — an estimated $5K sold.

Invesco first reported a position in BPFHP in Q3 2013 and held it in 1 quarter. The position peaked at $5K in Q3 2013. 10 funds tracked by Wall St. Rank hold BPFHP as of Q4 2013.

  • Invesco reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2013 after selling out during the quarter.
  • Invesco sold 200 Boston Private Financial Holdings, Inc. shares in Q4 2013, an estimated $5K.
  • Invesco first reported a position in Boston Private Financial Holdings, Inc. in Q3 2013 and held it in 1 quarter.
  • Invesco's Boston Private Financial Holdings, Inc. position peaked at $5K in Q3 2013.
  • 10 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2013.

Based on Invesco's 13F filing for Q4 2013, filed 13 Feb 2014.