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

JOYN 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
2019 Q1	–	Sell	-219	Closed	-$2K	–	1612
2018 Q4	$2K	Buy	219 +54	+33%	+$679	﹤0.01%	1557
2018 Q3	$2K	Sell	165 -79	-32%	-$1.16K	﹤0.01%	1520
2018 Q2	$4K	Buy	244 +78	+47%	+$1.28K	﹤0.01%	1247
2018 Q1	$2K	Buy	+166	New	+$2.52K	﹤0.01%	1124

Other funds holding BPFH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JOYN Advisors's BPFH Position: Q1 2019 in Review

JOYN Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2019, closing a stake of 219 shares — an estimated $2K sold.

JOYN Advisors first reported a position in BPFH in Q1 2018 and held it in 4 quarters. The position peaked at $4K in Q2 2018. 175 funds tracked by Wall St. Rank hold BPFH as of Q1 2019.

JOYN Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 219 Boston Private Financial Holdings, Inc. shares in Q1 2019, an estimated $2K.
JOYN Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Boston Private Financial Holdings, Inc. position peaked at $4K in Q2 2018.
175 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.