Northwestern Mutual Wealth Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Northwestern Mutual Wealth 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
2020 Q2	–	Sell	-36	Closed	–	–	2788
2020 Q1	$0	Buy	+36	New	+$371	﹤0.01%	2839
2017 Q1	–	Sell	-44	Closed	-$1K	–	2531
2016 Q4	$1K	Buy	+44	New	+$637	﹤0.01%	2292
2015 Q4	–	Sell	-275	Closed	-$3K	–	1925
2015 Q3	$3K	Buy	+275	New	+$3.4K	﹤0.01%	1396
2013 Q4	–	Sell	-411	Closed	-$5K	–	1609
2013 Q3	$5K	Buy	+411	New	+$4.5K	﹤0.01%	1028

Other funds holding BPFH

BlackRock New York $5.72T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northwestern Mutual Wealth Management's BPFH Position: Q2 2020 in Review

Northwestern Mutual Wealth Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2020, closing a stake of 36 shares.

Northwestern Mutual Wealth Management first reported a position in BPFH in Q3 2013 and held it in 4 quarters. The position peaked at $5K in Q3 2013. 169 funds tracked by Wall St. Rank hold BPFH as of Q2 2020.

Northwestern Mutual Wealth Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2020 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 36 Boston Private Financial Holdings, Inc. shares in Q2 2020.
Northwestern Mutual Wealth Management first reported a position in Boston Private Financial Holdings, Inc. in Q3 2013 and held it in 4 quarters.
Northwestern Mutual Wealth Management's Boston Private Financial Holdings, Inc. position peaked at $5K in Q3 2013.
169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.