LWCFA
BPFH

Loring Wolcott & Coolidge Fiduciary Advisors’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q4 		– Sell
-2,574
Closed -$30K – 735
2019
Q3 		$30K Buy
+2,574
New +$29K ﹤0.01% 470

Other funds holding BPFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BPFH Position: Q4 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2019, closing a stake of 2,574 shares — an estimated $30K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BPFH in Q3 2019 and held it in 1 quarter. The position peaked at $30K in Q3 2019. 176 funds tracked by Wall St. Rank hold BPFH as of Q4 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 2,574 Boston Private Financial Holdings, Inc. shares in Q4 2019, an estimated $30K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q3 2019 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Boston Private Financial Holdings, Inc. position peaked at $30K in Q3 2019.
  • 176 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.