QT
BPFH

Quantamental Technologies’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Quantamental Technologies’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
Q4 		– Sell
-5,651
Closed -$66K – 1567
2019
Q3 		$66K Buy
5,651
+2,517
+80% +$28.3K 0.02% 876
2019
Q2 		$38K Sell
3,134
-2,288
-42% -$25.7K 0.01% 991
2019
Q1 		$59K Sell
5,422
-2,329
-30% -$26.6K 0.03% 807
2018
Q4 		$82K Buy
+7,751
New +$97.5K 0.05% 627

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Quantamental Technologies's BPFH Position: Q4 2019 in Review

Quantamental Technologies sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2019, closing a stake of 5,651 shares — an estimated $66K sold.

Quantamental Technologies first reported a position in BPFH in Q4 2018 and held it in 4 quarters. The position peaked at $82K in Q4 2018. 176 funds tracked by Wall St. Rank hold BPFH as of Q4 2019.

  • Quantamental Technologies reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2019 after selling out during the quarter.
  • Quantamental Technologies sold 5,651 Boston Private Financial Holdings, Inc. shares in Q4 2019, an estimated $66K.
  • Quantamental Technologies first reported a position in Boston Private Financial Holdings, Inc. in Q4 2018 and held it in 4 quarters.
  • Quantamental Technologies's Boston Private Financial Holdings, Inc. position peaked at $82K in Q4 2018.
  • 176 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2019.

Based on Quantamental Technologies's 13F filing for Q4 2019, filed 14 Feb 2020.