PCP
BPFH

Proficio Capital Partners’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Proficio Capital Partners’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
-443
Closed -$5K – 1817
2019
Q2 		$5K Buy
+443
New +$4.98K ﹤0.01% 1250

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
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

Proficio Capital Partners's BPFH Position: Q3 2019 in Review

Proficio Capital Partners sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2019, closing a stake of 443 shares — an estimated $5K sold.

Proficio Capital Partners first reported a position in BPFH in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 178 funds tracked by Wall St. Rank hold BPFH as of Q3 2019.

  • Proficio Capital Partners reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 443 Boston Private Financial Holdings, Inc. shares in Q3 2019, an estimated $5K.
  • Proficio Capital Partners first reported a position in Boston Private Financial Holdings, Inc. in Q2 2019 and held it in 1 quarter.
  • Proficio Capital Partners's Boston Private Financial Holdings, Inc. position peaked at $5K in Q2 2019.
  • 178 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.