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

Jefferies Group’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 Q3	–	Sell	-135,000	Closed	-$1.99M	–	2224
2021 Q2	$1.99M	Buy	+135,000	New	+$1.98M	0.01%	754
2019 Q1	–	Sell	-33,800	Closed	-$357K	–	2763
2018 Q4	$357K	Buy	+33,800	New	+$425K	﹤0.01%	1591
2016 Q1	–	Sell	-14,298	Closed	-$162K	–	2688
2015 Q4	$162K	Buy	+14,298	New	+$166K	﹤0.01%	1983
2015 Q3	–	Sell	-1,878	Closed	-$25K	–	3316
2015 Q2	$25K	Buy	+1,878	New	+$24.1K	﹤0.01%	2584

Other funds holding BPFH

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Jefferies Group's BPFH Position: Q3 2021 in Review

Jefferies Group sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 135,000 shares — an estimated $1.99M sold.

Jefferies Group first reported a position in BPFH in Q2 2015 and held it in 4 quarters. The position peaked at $1.99M in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

Jefferies Group reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
Jefferies Group sold 135,000 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $1.99M.
Jefferies Group first reported a position in Boston Private Financial Holdings, Inc. in Q2 2015 and held it in 4 quarters.
Jefferies Group's Boston Private Financial Holdings, Inc. position peaked at $1.99M in Q2 2021.
1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Jefferies Group's 13F filing for Q3 2021, filed 15 Nov 2021.