MWNA
BPFH

Marshall Wace North America’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Marshall Wace North America’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
-45,585
Closed -$531K – 1728
2019
Q3 		$531K Buy
+45,585
New +$513K ﹤0.01% 804
2018
Q1 		– Sell
-14,091
Closed -$218K – 1803
2017
Q4 		$218K Buy
+14,091
New +$225K ﹤0.01% 1276

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Marshall Wace North America's BPFH Position: Q4 2019 in Review

Marshall Wace North America sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2019, closing a stake of 45,585 shares — an estimated $531K sold.

Marshall Wace North America first reported a position in BPFH in Q4 2017 and held it in 2 quarters. The position peaked at $531K in Q3 2019. 176 funds tracked by Wall St. Rank hold BPFH as of Q4 2019.

  • Marshall Wace North America reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2019 after selling out during the quarter.
  • Marshall Wace North America sold 45,585 Boston Private Financial Holdings, Inc. shares in Q4 2019, an estimated $531K.
  • Marshall Wace North America first reported a position in Boston Private Financial Holdings, Inc. in Q4 2017 and held it in 2 quarters.
  • Marshall Wace North America's Boston Private Financial Holdings, Inc. position peaked at $531K in Q3 2019.
  • 176 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2019.

Based on Marshall Wace North America's 13F filing for Q4 2019, filed 14 Feb 2020.