Parallel Advisors’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Parallel Advisors’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	-236	Closed	-$1K	–	2740
2020 Q2	$1K	Sell	236 -391	-62%	-$2.74K	﹤0.01%	2410
2020 Q1	$4K	Sell	627 -194	-24%	-$2K	﹤0.01%	1996
2019 Q4	$10K	Hold	821	–	–	﹤0.01%	1749
2019 Q3	$10K	Hold	821	–	–	﹤0.01%	1695
2019 Q2	$10K	Buy	821 +391	+91%	+$4.39K	﹤0.01%	1616
2019 Q1	$5K	Hold	430	–	–	﹤0.01%	1822
2018 Q4	$4K	Hold	430	–	–	﹤0.01%	1698
2018 Q3	$6K	Sell	430 -190	-31%	-$2.78K	﹤0.01%	1695
2018 Q2	$9K	Hold	620	–	–	﹤0.01%	1403
2018 Q1	$9K	Sell	620 -54	-8%	-$819	﹤0.01%	1345
2017 Q4	$10K	Hold	674	–	–	﹤0.01%	1316
2017 Q3	$10K	Hold	674	–	–	﹤0.01%	1307
2017 Q2	$10K	Hold	674	–	–	﹤0.01%	1338
2017 Q1	$11K	Buy	674 +54	+9%	+$899	﹤0.01%	1208
2016 Q4	$10K	Buy	+620	New	+$8.98K	﹤0.01%	1131

Other funds holding BPFH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Parallel Advisors's BPFH Position: Q3 2020 in Review

Parallel Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2020, closing a stake of 236 shares — an estimated $1K sold.

Parallel Advisors first reported a position in BPFH in Q4 2016 and held it in 15 quarters. The position peaked at $11K in Q1 2017. 176 funds tracked by Wall St. Rank hold BPFH as of Q3 2020.

Parallel Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2020 after selling out during the quarter.
Parallel Advisors sold 236 Boston Private Financial Holdings, Inc. shares in Q3 2020, an estimated $1K.
Parallel Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q4 2016 and held it in 15 quarters.
Parallel Advisors's Boston Private Financial Holdings, Inc. position peaked at $11K in Q1 2017.
176 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2020.

Based on Parallel Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.