PFBT
BPFH

Parkside Financial Bank & Trust’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Parkside Financial Bank & Trust’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
-24
Closed – – 1906
2021
Q2 		$0 Buy
+24
New +$352 ﹤0.01% 1845
2020
Q2 		– Sell
-1,756
Closed -$13K – 1773
2020
Q1 		$13K Sell
1,756
-14
-0.8% -$144 ﹤0.01% 678
2019
Q4 		$21K Buy
1,770
+227
+15% +$2.63K 0.01% 646
2019
Q3 		$18K Sell
1,543
-145
-9% -$1.63K 0.01% 658
2019
Q2 		$20K Buy
1,688
+250
+17% +$2.81K 0.01% 652
2019
Q1 		$16K Buy
1,438
+10
+0.7% +$114 0.01% 681
2018
Q4 		$15K Buy
1,428
+1,377
+2,700% +$17.3K 0.01% 649
2018
Q3 		$1K Sell
51
-18
-26% -$263 ﹤0.01% 1460
2018
Q2 		$1K Hold
69
– – ﹤0.01% 1456
2018
Q1 		$1K Buy
69
+18
+35% +$273 ﹤0.01% 1368
2017
Q4 		$1K Hold
51
– – ﹤0.01% 1290
2017
Q3 		$1K Buy
+51
New +$771 ﹤0.01% 1294
2017
Q2 		– Sell
-83
Closed -$1K – 1594
2017
Q1 		$1K Buy
83
+35
+73% +$583 ﹤0.01% 1274
2016
Q4 		$1K Buy
+48
New +$695 ﹤0.01% 1281

Other funds holding BPFH

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

Parkside Financial Bank & Trust's BPFH Position: Q3 2021 in Review

Parkside Financial Bank & Trust sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 24 shares.

Parkside Financial Bank & Trust first reported a position in BPFH in Q4 2016 and held it in 14 quarters. The position peaked at $21K in Q4 2019. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

  • Parkside Financial Bank & Trust reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 24 Boston Private Financial Holdings, Inc. shares in Q3 2021.
  • Parkside Financial Bank & Trust first reported a position in Boston Private Financial Holdings, Inc. in Q4 2016 and held it in 14 quarters.
  • Parkside Financial Bank & Trust's Boston Private Financial Holdings, Inc. position peaked at $21K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2021, filed 29 Oct 2021.