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

Los Angeles 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 Q1	–	Sell	-26,472	Closed	-$318K	–	1511
2019 Q4	$318K	Sell	26,472 -1,105	-4%	-$12.8K	﹤0.01%	1114
2019 Q3	$321K	Sell	27,577 -8,700	-24%	-$98K	﹤0.01%	1111
2019 Q2	$438K	Sell	36,277 -12,990	-26%	-$146K	﹤0.01%	1086
2019 Q1	$540K	Buy	49,267 +5,610	+13%	+$64.1K	﹤0.01%	1060
2018 Q4	$461K	Buy	43,657 +1,715	+4%	+$21.6K	﹤0.01%	984
2018 Q3	$573K	Sell	41,942 -21,430	-34%	-$313K	﹤0.01%	1061
2018 Q2	$1.01M	Hold	63,372	–	–	0.01%	901
2018 Q1	$954K	Hold	63,372	–	–	0.01%	844
2017 Q4	$979K	Sell	63,372 -6,600	-9%	-$105K	0.01%	864
2017 Q3	$1.16M	Hold	69,972	–	–	0.01%	767
2017 Q2	$1.07M	Sell	69,972 -10,739	-13%	-$166K	0.01%	737
2017 Q1	$1.32M	Buy	80,711 +1,900	+2%	+$31.6K	0.01%	652
2016 Q4	$1.3M	Hold	78,811	–	–	0.01%	639
2016 Q3	$1.01M	Sell	78,811 -1,150	-1%	-$14.3K	0.01%	722
2016 Q2	$942K	Sell	79,961 -10,975	-12%	-$132K	0.01%	716
2016 Q1	$1.04M	Buy	90,936 +1,200	+1%	+$12.7K	0.01%	612
2015 Q4	$1.02M	Hold	89,736	–	–	0.01%	668
2015 Q3	$1.05M	Hold	89,736	–	–	0.01%	689
2015 Q2	$1.2M	Hold	89,736	–	–	0.01%	683
2015 Q1	$1.09M	Hold	89,736	–	–	0.01%	722
2014 Q4	$1.21M	Sell	89,736 -6,908	-7%	-$88.6K	0.01%	605
2014 Q3	$1.2M	Sell	96,644 -4,387	-4%	-$55.3K	0.01%	565
2014 Q2	$1.36M	Sell	101,031 -950	-0.9%	-$12.2K	0.01%	587
2014 Q1	$1.38M	Sell	101,981 -20	-0%	-$256	0.02%	577
2013 Q4	$1.29M	Buy	102,001 +40	+0%	+$464	0.01%	607
2013 Q3	$1.13M	Sell	101,961 -850	-0.8%	-$9.3K	0.01%	634
2013 Q2	$1.09M	Buy	+102,811	New	+$1.01M	0.02%	629

Other funds holding BPFH

BlackRock New York $6.73T AUM 46.02% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Los Angeles Capital Management's BPFH Position: Q1 2020 in Review

Los Angeles Capital Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2020, closing a stake of 26,472 shares — an estimated $318K sold.

Los Angeles Capital Management first reported a position in BPFH in Q2 2013 and held it in 27 quarters. The position peaked at $1.38M in Q1 2014. 169 funds tracked by Wall St. Rank hold BPFH as of Q1 2020.

Los Angeles Capital Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2020 after selling out during the quarter.
Los Angeles Capital Management sold 26,472 Boston Private Financial Holdings, Inc. shares in Q1 2020, an estimated $318K.
Los Angeles Capital Management first reported a position in Boston Private Financial Holdings, Inc. in Q2 2013 and held it in 27 quarters.
Los Angeles Capital Management's Boston Private Financial Holdings, Inc. position peaked at $1.38M in Q1 2014.
169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2020.

Based on Los Angeles Capital Management's 13F filing for Q1 2020, filed 4 May 2020.