Rockefeller Capital Management
BPFH

Rockefeller Capital Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Rockefeller Capital Management’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
-943
Closed -$6K – 2903
2020
Q2 		$6K Buy
+943
New +$6.6K ﹤0.01% 2071

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rockefeller Capital Management's BPFH Position: Q3 2020 in Review

Rockefeller Capital Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2020, closing a stake of 943 shares — an estimated $6K sold.

Rockefeller Capital Management first reported a position in BPFH in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 176 funds tracked by Wall St. Rank hold BPFH as of Q3 2020.

  • Rockefeller Capital Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2020 after selling out during the quarter.
  • Rockefeller Capital Management sold 943 Boston Private Financial Holdings, Inc. shares in Q3 2020, an estimated $6K.
  • Rockefeller Capital Management first reported a position in Boston Private Financial Holdings, Inc. in Q2 2020 and held it in 1 quarter.
  • Rockefeller Capital Management's Boston Private Financial Holdings, Inc. position peaked at $6K in Q2 2020.
  • 176 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2020.

Based on Rockefeller Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.