KCM
BPFH

Kathmere Capital Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Kathmere Capital Management’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
2020
Q4 		– Sell
-1,058
Closed -$6K – 461
2020
Q3 		$6K Buy
+1,058
New +$6.3K ﹤0.01% 324

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Kathmere Capital Management's BPFH Position: Q4 2020 in Review

Kathmere Capital Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2020, closing a stake of 1,058 shares — an estimated $6K sold.

Kathmere Capital Management first reported a position in BPFH in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 169 funds tracked by Wall St. Rank hold BPFH as of Q4 2020.

  • Kathmere Capital Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2020 after selling out during the quarter.
  • Kathmere Capital Management sold 1,058 Boston Private Financial Holdings, Inc. shares in Q4 2020, an estimated $6K.
  • Kathmere Capital Management first reported a position in Boston Private Financial Holdings, Inc. in Q3 2020 and held it in 1 quarter.
  • Kathmere Capital Management's Boston Private Financial Holdings, Inc. position peaked at $6K in Q3 2020.
  • 169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2020.

Based on Kathmere Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.