MC
BPFH

Moors & Cabot’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Moors & Cabot’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
Q4 		– Sell
-11,775
Closed -$65K – 789
2020
Q3 		$65K Hold
11,775
– – 0.01% 668
2020
Q2 		$81K Buy
+11,775
New +$82.4K 0.01% 630

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Moors & Cabot's BPFH Position: Q4 2020 in Review

Moors & Cabot sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2020, closing a stake of 11,775 shares — an estimated $65K sold.

Moors & Cabot first reported a position in BPFH in Q2 2020 and held it in 2 quarters. The position peaked at $81K in Q2 2020. 169 funds tracked by Wall St. Rank hold BPFH as of Q4 2020.

  • Moors & Cabot reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2020 after selling out during the quarter.
  • Moors & Cabot sold 11,775 Boston Private Financial Holdings, Inc. shares in Q4 2020, an estimated $65K.
  • Moors & Cabot first reported a position in Boston Private Financial Holdings, Inc. in Q2 2020 and held it in 2 quarters.
  • Moors & Cabot's Boston Private Financial Holdings, Inc. position peaked at $81K in Q2 2020.
  • 169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2020.

Based on Moors & Cabot's 13F filing for Q4 2020, filed 11 Feb 2021.