Mackenzie Financial
BPFH

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

Mackenzie Financial’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
2018
Q4 		– Sell
-219,200
Closed -$2.99M – 1279
2018
Q3 		$2.99M Hold
219,200
– – 0.01% 589
2018
Q2 		$3.48M Hold
219,200
– – 0.01% 514
2018
Q1 		$3.3M Buy
219,200
+131,300
+149% +$1.99M 0.01% 499
2017
Q4 		$1.36M Buy
+87,900
New +$1.4M ﹤0.01% 573

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mackenzie Financial's BPFH Position: Q4 2018 in Review

Mackenzie Financial sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2018, closing a stake of 219,200 shares — an estimated $2.99M sold.

Mackenzie Financial first reported a position in BPFH in Q4 2017 and held it in 4 quarters. The position peaked at $3.48M in Q2 2018. 173 funds tracked by Wall St. Rank hold BPFH as of Q4 2018.

  • Mackenzie Financial reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mackenzie Financial sold 219,200 Boston Private Financial Holdings, Inc. shares in Q4 2018, an estimated $2.99M.
  • Mackenzie Financial first reported a position in Boston Private Financial Holdings, Inc. in Q4 2017 and held it in 4 quarters.
  • Mackenzie Financial's Boston Private Financial Holdings, Inc. position peaked at $3.48M in Q2 2018.
  • 173 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2018.

Based on Mackenzie Financial's 13F filing for Q4 2018, filed 6 Feb 2019.