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

LS Investment 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
2020 Q3	–	Sell	-2,485	Closed	-$17K	–	1593
2020 Q2	$17K	Hold	2,485	–	–	﹤0.01%	1441
2020 Q1	$18K	Hold	2,485	–	–	﹤0.01%	1403
2019 Q4	$30K	Hold	2,485	–	–	﹤0.01%	1446
2019 Q3	$29K	Hold	2,485	–	–	﹤0.01%	1444
2019 Q2	$30K	Hold	2,485	–	–	﹤0.01%	1438
2019 Q1	$27K	Hold	2,485	–	–	﹤0.01%	1455
2018 Q4	$26K	Hold	2,485	–	–	﹤0.01%	1440
2018 Q3	$34K	Hold	2,485	–	–	﹤0.01%	1446
2018 Q2	$40K	Hold	2,485	–	–	﹤0.01%	1394
2018 Q1	$37K	Buy	2,485 +165	+7%	+$2.5K	﹤0.01%	1387
2017 Q4	$36K	Sell	2,320 -622	-21%	-$9.92K	﹤0.01%	1403
2017 Q3	$49K	Hold	2,942	–	–	﹤0.01%	1356
2017 Q2	$45K	Hold	2,942	–	–	﹤0.01%	1380
2017 Q1	$48K	Hold	2,942	–	–	﹤0.01%	1339
2016 Q4	$49K	Hold	2,942	–	–	﹤0.01%	1267
2016 Q3	$38K	Hold	2,942	–	–	﹤0.01%	1322
2016 Q2	$35K	Buy	2,942 +270	+10%	+$3.25K	﹤0.01%	1337
2016 Q1	$31K	Hold	2,672	–	–	﹤0.01%	1339
2015 Q4	$30K	Hold	2,672	–	–	﹤0.01%	1351
2015 Q3	$31K	Hold	2,672	–	–	﹤0.01%	1333
2015 Q2	$36K	Buy	+2,672	New	+$34.2K	﹤0.01%	1322

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

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

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

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

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

BFC

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LS Investment Advisors's BPFH Position: Q3 2020 in Review

LS Investment Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2020, closing a stake of 2,485 shares — an estimated $17K sold.

LS Investment Advisors first reported a position in BPFH in Q2 2015 and held it in 21 quarters. The position peaked at $49K in Q3 2017. 176 funds tracked by Wall St. Rank hold BPFH as of Q3 2020.

LS Investment Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2020 after selling out during the quarter.
LS Investment Advisors sold 2,485 Boston Private Financial Holdings, Inc. shares in Q3 2020, an estimated $17K.
LS Investment Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q2 2015 and held it in 21 quarters.
LS Investment Advisors's Boston Private Financial Holdings, Inc. position peaked at $49K in Q3 2017.
176 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.