MOACM
BPFH

Mutual of America Capital Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Mutual of America Capital 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
-11,723
Closed -$173K – 1681
2021
Q2 		$173K Buy
11,723
+714
+6% +$10.5K ﹤0.01% 1419
2021
Q1 		$147K Buy
11,009
+766
+7% +$10.2K ﹤0.01% 1452
2020
Q4 		$87K Buy
10,243
+314
+3% +$2.22K ﹤0.01% 1517
2020
Q3 		$55K Buy
9,929
+5,997
+153% +$35.7K ﹤0.01% 1536
2020
Q2 		$27K Buy
3,932
+319
+9% +$2.23K ﹤0.01% 1497
2020
Q1 		$26K Buy
3,613
+619
+21% +$6.37K ﹤0.01% 1437
2019
Q4 		$36K Sell
2,994
-105
-3% -$1.22K ﹤0.01% 1435
2019
Q3 		$36K Buy
3,099
+94
+3% +$1.06K ﹤0.01% 1435
2019
Q2 		$36K Buy
3,005
+610
+25% +$6.85K ﹤0.01% 1426
2019
Q1 		$26K Buy
2,395
+310
+15% +$3.54K ﹤0.01% 1470
2018
Q4 		$22K Buy
2,085
+481
+30% +$6.05K ﹤0.01% 1450
2018
Q3 		$22K Buy
1,604
+1,295
+419% +$18.9K ﹤0.01% 1456
2018
Q2 		$5K Buy
+309
New +$5.08K ﹤0.01% 1423

Other funds holding BPFH

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

Mutual of America Capital Management's BPFH Position: Q3 2021 in Review

Mutual of America Capital Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 11,723 shares — an estimated $173K sold.

Mutual of America Capital Management first reported a position in BPFH in Q2 2018 and held it in 13 quarters. The position peaked at $173K in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

  • Mutual of America Capital Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
  • Mutual of America Capital Management sold 11,723 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $173K.
  • Mutual of America Capital Management first reported a position in Boston Private Financial Holdings, Inc. in Q2 2018 and held it in 13 quarters.
  • Mutual of America Capital Management's Boston Private Financial Holdings, Inc. position peaked at $173K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Mutual of America Capital Management's 13F filing for Q3 2021, filed 10 Nov 2021.