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

Piedmont Investment 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
2019 Q2	–	Sell	-21,035	Closed	-$231K	–	1338
2019 Q1	$231K	Buy	21,035 +975	+5%	+$11.1K	0.01%	995
2018 Q4	$212K	Buy	20,060 +603	+3%	+$7.58K	0.01%	912
2018 Q3	$266K	Sell	19,457 -153	-0.8%	-$2.24K	0.01%	840
2018 Q2	$312K	Buy	19,610 +1,599	+9%	+$26.3K	0.02%	625
2018 Q1	$271K	Buy	18,011 +696	+4%	+$10.6K	0.01%	602
2017 Q4	$268K	Sell	17,315 -1,000	-5%	-$15.9K	0.01%	607
2017 Q3	$303K	Buy	18,315 +123	+0.7%	+$1.86K	0.01%	571
2017 Q2	$279K	Buy	+18,192	New	+$282K	0.01%	592
2014 Q4	–	Sell	-206	Closed	-$2.55K	–	348
2014 Q3	$2.55K	Buy	+206	New	+$2.6K	﹤0.01%	214

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

BFC

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

Piedmont Investment Advisors's BPFH Position: Q2 2019 in Review

Piedmont Investment Advisors sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2019, closing a stake of 21,035 shares — an estimated $231K sold.

Piedmont Investment Advisors first reported a position in BPFH in Q3 2014 and held it in 9 quarters. The position peaked at $312K in Q2 2018. 180 funds tracked by Wall St. Rank hold BPFH as of Q2 2019.

Piedmont Investment Advisors reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2019 after selling out during the quarter.
Piedmont Investment Advisors sold 21,035 Boston Private Financial Holdings, Inc. shares in Q2 2019, an estimated $231K.
Piedmont Investment Advisors first reported a position in Boston Private Financial Holdings, Inc. in Q3 2014 and held it in 9 quarters.
Piedmont Investment Advisors's Boston Private Financial Holdings, Inc. position peaked at $312K in Q2 2018.
180 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2019.

Based on Piedmont Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.