Ironwood Investment Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-83,392
| Closed | -$1.23M | – | 174 |
|
|
2021
Q2 | $1.23M | Sell |
83,392
-1,802
| -2% | -$26.4K | 0.62% | 55 |
|
|
2021
Q1 | $1.14M | Buy |
85,194
+893
| +1% | +$11.9K | 0.6% | 59 |
|
|
2020
Q4 | $712K | Buy |
84,301
+54,150
| +180% | +$384K | 0.42% | 84 |
|
|
2020
Q3 | $166K | Sell |
30,151
-62
| -0.2% | -$369 | 0.12% | 147 |
|
|
2020
Q2 | $208K | Sell |
30,213
-164
| -0.5% | -$1.15K | 0.16% | 136 |
|
|
2020
Q1 | $217K | Sell |
30,377
-1,447
| -5% | -$14.9K | 0.22% | 128 |
|
|
2019
Q4 | $383K | Sell |
31,824
-2,423
| -7% | -$28.1K | 0.26% | 116 |
|
|
2019
Q3 | $399K | Sell |
34,247
-135
| -0.4% | -$1.52K | 0.3% | 112 |
|
|
2019
Q2 | $415K | Sell |
34,382
-20
| -0.1% | -$225 | 0.32% | 107 |
|
|
2019
Q1 | $377K | Sell |
34,402
-899
| -3% | -$10.3K | 0.31% | 110 |
|
|
2018
Q4 | $373K | Sell |
35,301
-579
| -2% | -$7.28K | 0.35% | 110 |
|
|
2018
Q3 | $490K | Sell |
35,880
-3
| -0% | -$44 | 0.34% | 106 |
|
|
2018
Q2 | $571K | Sell |
35,883
-161
| -0.4% | -$2.65K | 0.4% | 95 |
|
|
2018
Q1 | $542K | Sell |
36,044
-377
| -1% | -$5.72K | 0.4% | 102 |
|
|
2017
Q4 | $563K | Sell |
36,421
-99
| -0.3% | -$1.58K | 0.4% | 93 |
|
|
2017
Q3 | $604K | Buy |
36,520
+4
| +0% | +$60 | 0.42% | 93 |
|
|
2017
Q2 | $561K | Sell |
36,516
-3,230
| -8% | -$50.1K | 0.41% | 94 |
|
|
2017
Q1 | $652K | Sell |
39,746
-3,442
| -8% | -$57.3K | 0.49% | 82 |
|
|
2016
Q4 | $715K | Sell |
43,188
-4,778
| -10% | -$69.2K | 0.52% | 82 |
|
|
2016
Q3 | $615K | Sell |
47,966
-10,482
| -18% | -$130K | 0.47% | 83 |
|
|
2016
Q2 | $689K | Sell |
58,448
-19,564
| -25% | -$236K | 0.52% | 76 |
|
|
2016
Q1 | $893K | Sell |
78,012
-100,411
| -56% | -$1.06M | 0.58% | 73 |
|
|
2015
Q4 | $2.02M | Sell |
178,423
-44,150
| -20% | -$513K | 0.83% | 50 |
|
|
2015
Q3 | $2.6M | Sell |
222,573
-113,571
| -34% | -$1.4M | 0.96% | 43 |
|
|
2015
Q2 | $4.51M | Sell |
336,144
-88,836
| -21% | -$1.14M | 1.04% | 40 |
|
|
2015
Q1 | $5.16M | Sell |
424,980
-268,647
| -39% | -$3.3M | 0.96% | 46 |
|
|
2014
Q4 | $9.34M | Sell |
693,627
-36,937
| -5% | -$474K | 1.7% | 10 |
|
|
2014
Q3 | $9.05M | Sell |
730,564
-60,457
| -8% | -$762K | 1.64% | 9 |
|
|
2014
Q2 | $10.6M | Sell |
791,021
-104,005
| -12% | -$1.33M | 1.69% | 10 |
|
|
2014
Q1 | $12.1M | Sell |
895,026
-66,929
| -7% | -$857K | 1.76% | 7 |
|
|
2013
Q4 | $12.1M | Buy |
961,955
+36,077
| +4% | +$418K | 1.69% | 10 |
|
|
2013
Q3 | $10.3M | Buy |
925,878
+23,018
| +3% | +$252K | 1.61% | 13 |
|
|
2013
Q2 | $9.61M | Buy |
+902,860
| New | +$8.88M | 1.71% | 11 |
|
Other funds holding BPFH
Ironwood Investment Management's BPFH Position: Q3 2021 in Review
Ironwood Investment Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 83,392 shares — an estimated $1.23M sold.
Ironwood Investment Management first reported a position in BPFH in Q2 2013 and held it in 33 quarters. The position peaked at $12.1M in Q4 2013. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.
- Ironwood Investment Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
- Ironwood Investment Management sold 83,392 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $1.23M.
- Ironwood Investment Management first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 33 quarters.
- Ironwood Investment Management's Boston Private Financial Holdings, Inc. position peaked at $12.1M in Q4 2013.
- 1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.
Based on Ironwood Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.