Meritage Portfolio Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Meritage Portfolio 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
2021 Q3	–	Sell	-10,191	Closed	-$150K	–	354
2021 Q2	$150K	Buy	+10,191	New	+$149K	0.01%	296

Other funds holding BPFH

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Meritage Portfolio Management's BPFH Position: Q3 2021 in Review

Meritage Portfolio Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 10,191 shares — an estimated $150K sold.

Meritage Portfolio Management first reported a position in BPFH in Q2 2021 and held it in 1 quarter. The position peaked at $150K in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

Meritage Portfolio Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
Meritage Portfolio Management sold 10,191 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $150K.
Meritage Portfolio Management first reported a position in Boston Private Financial Holdings, Inc. in Q2 2021 and held it in 1 quarter.
Meritage Portfolio Management's Boston Private Financial Holdings, Inc. position peaked at $150K in Q2 2021.
1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Meritage Portfolio Management's 13F filing for Q3 2021, filed 26 Oct 2021.