OPS
BPFH

Orion Portfolio Solutions’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-115
Closed -$1K – 2315
2020
Q2 		$1K Buy
+115
New +$805 ﹤0.01% 2134
2020
Q1 		– Sell
-189
Closed -$2K – 2446
2019
Q4 		$2K Buy
+189
New +$2.19K ﹤0.01% 1585

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Orion Portfolio Solutions's BPFH Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2020, closing a stake of 115 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in BPFH in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 176 funds tracked by Wall St. Rank hold BPFH as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 115 Boston Private Financial Holdings, Inc. shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Boston Private Financial Holdings, Inc. in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Boston Private Financial Holdings, Inc. position peaked at $2K in Q4 2019.
  • 176 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.