Ontario Teachers' Pension Plan Board’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Ontario Teachers' Pension Plan Board’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 Q3	–	Sell	-46,641	Closed	-$563K	–	623
2019 Q2	$563K	Buy	+46,641	New	+$524K	0.01%	471
2018 Q4	–	Sell	-29,024	Closed	-$396K	–	670
2018 Q3	$396K	Buy	+29,024	New	+$424K	0.01%	509

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's BPFH Position: Q3 2019 in Review

Ontario Teachers' Pension Plan Board sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2019, closing a stake of 46,641 shares — an estimated $563K sold.

Ontario Teachers' Pension Plan Board first reported a position in BPFH in Q3 2018 and held it in 2 quarters. The position peaked at $563K in Q2 2019. 178 funds tracked by Wall St. Rank hold BPFH as of Q3 2019.

Ontario Teachers' Pension Plan Board reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2019 after selling out during the quarter.
Ontario Teachers' Pension Plan Board sold 46,641 Boston Private Financial Holdings, Inc. shares in Q3 2019, an estimated $563K.
Ontario Teachers' Pension Plan Board first reported a position in Boston Private Financial Holdings, Inc. in Q3 2018 and held it in 2 quarters.
Ontario Teachers' Pension Plan Board's Boston Private Financial Holdings, Inc. position peaked at $563K in Q2 2019.
178 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2019.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q3 2019, filed 8 Nov 2019.