Russell Investments Group
BPFH

Russell Investments Group’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Russell Investments Group’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
-15,303
Closed -$225K – 3323
2021
Q2 		$225K Hold
15,303
– – ﹤0.01% 2870
2021
Q1 		$203K Sell
15,303
-1,005
-6% -$13.4K ﹤0.01% 2829
2020
Q4 		$135K Buy
16,308
+1,005
+7% +$7.12K ﹤0.01% 2830
2020
Q3 		$84K Sell
15,303
-137,077
-90% -$816K ﹤0.01% 3014
2020
Q2 		$1.03M Buy
152,380
+66,536
+78% +$466K ﹤0.01% 2034
2020
Q1 		$616K Sell
85,844
-13,231
-13% -$136K ﹤0.01% 2087
2019
Q4 		$1.19M Sell
99,075
-4,098
-4% -$47.5K ﹤0.01% 2016
2019
Q3 		$1.21M Buy
103,173
+21,020
+26% +$237K ﹤0.01% 1919
2019
Q2 		$955K Sell
82,153
-6,132
-7% -$68.9K ﹤0.01% 2007
2019
Q1 		$968K Buy
88,285
+57,749
+189% +$660K ﹤0.01% 2078
2018
Q4 		$322K Sell
30,536
-40,297
-57% -$507K ﹤0.01% 2462
2018
Q3 		$966K Sell
70,833
-5,444
-7% -$79.6K ﹤0.01% 2126
2018
Q2 		$1.21M Hold
76,277
– – ﹤0.01% 2014
2018
Q1 		$1.15M Buy
76,277
+8,483
+13% +$129K ﹤0.01% 2140
2017
Q4 		$1.05M Buy
67,794
+20,076
+42% +$320K ﹤0.01% 2137
2017
Q3 		$790K Buy
47,718
+10,191
+27% +$154K ﹤0.01% 2251
2017
Q2 		$576K Buy
37,527
+5,223
+16% +$81K ﹤0.01% 2359
2017
Q1 		$530K Buy
+32,304
New +$538K ﹤0.01% 2403

Other funds holding BPFH

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

Russell Investments Group's BPFH Position: Q3 2021 in Review

Russell Investments Group sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 15,303 shares — an estimated $225K sold.

Russell Investments Group first reported a position in BPFH in Q1 2017 and held it in 18 quarters. The position peaked at $1.21M in Q3 2019. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

  • Russell Investments Group reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
  • Russell Investments Group sold 15,303 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $225K.
  • Russell Investments Group first reported a position in Boston Private Financial Holdings, Inc. in Q1 2017 and held it in 18 quarters.
  • Russell Investments Group's Boston Private Financial Holdings, Inc. position peaked at $1.21M in Q3 2019.
  • 1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Russell Investments Group's 13F filing for Q3 2021, filed 8 Nov 2021.