Migdal Insurance & Financial Holdings’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Migdal Insurance & Financial Holdings’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 Q1	–	Sell	-2,901	Closed	-$31K	–	763
2018 Q4	$31K	Sell	2,901 -1,513	-34%	-$19K	﹤0.01%	598
2018 Q3	$60K	Buy	4,414 +477	+12%	+$6.97K	﹤0.01%	671
2018 Q2	$63K	Buy	3,937 +2,119	+117%	+$34.8K	﹤0.01%	586
2018 Q1	$27K	Buy	1,818 +828	+84%	+$12.6K	﹤0.01%	503
2017 Q4	$15K	Sell	990 -2,308	-70%	-$36.8K	﹤0.01%	532
2017 Q3	$55K	Buy	+3,298	New	+$49.8K	﹤0.01%	433

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings's BPFH Position: Q1 2019 in Review

Migdal Insurance & Financial Holdings sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2019, closing a stake of 2,901 shares — an estimated $31K sold.

Migdal Insurance & Financial Holdings first reported a position in BPFH in Q3 2017 and held it in 6 quarters. The position peaked at $63K in Q2 2018. 175 funds tracked by Wall St. Rank hold BPFH as of Q1 2019.

Migdal Insurance & Financial Holdings reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2019 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 2,901 Boston Private Financial Holdings, Inc. shares in Q1 2019, an estimated $31K.
Migdal Insurance & Financial Holdings first reported a position in Boston Private Financial Holdings, Inc. in Q3 2017 and held it in 6 quarters.
Migdal Insurance & Financial Holdings's Boston Private Financial Holdings, Inc. position peaked at $63K in Q2 2018.
175 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2019, filed 1 May 2019.