LC
BPFH

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

Lindbrook Capital’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
Q2 		– Sell
-113
Closed -$1K – 1949
2020
Q1 		$1K Buy
+113
New +$1.16K ﹤0.01% 1647

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lindbrook Capital's BPFH Position: Q2 2020 in Review

Lindbrook Capital sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2020, closing a stake of 113 shares — an estimated $1K sold.

Lindbrook Capital first reported a position in BPFH in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 169 funds tracked by Wall St. Rank hold BPFH as of Q2 2020.

  • Lindbrook Capital reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2020 after selling out during the quarter.
  • Lindbrook Capital sold 113 Boston Private Financial Holdings, Inc. shares in Q2 2020, an estimated $1K.
  • Lindbrook Capital first reported a position in Boston Private Financial Holdings, Inc. in Q1 2020 and held it in 1 quarter.
  • Lindbrook Capital's Boston Private Financial Holdings, Inc. position peaked at $1K in Q1 2020.
  • 169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2020.

Based on Lindbrook Capital's 13F filing for Q2 2020, filed 27 Jul 2020.