Simplex Trading
BPFH

Simplex Trading’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Simplex Trading’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
Q2 		– Sell
-5
Closed -$6K – 11029
2021
Q1 		$6K Buy
+5
New +$67 ﹤0.01% 8178
2020
Q3 		– Sell
-100
Closed -$68K – 8871
2020
Q2 		$68K Buy
100
+98
+4,900% +$686 ﹤0.01% 5210
2020
Q1 		$1K Buy
2
+1
+100% +$10 ﹤0.01% 7473
2019
Q4 		$1K Buy
+1
New +$12 ﹤0.01% 7164
2018
Q3 		– Sell
-10
Closed -$15K – 8372
2018
Q2 		$15K Buy
+10
New +$164 ﹤0.01% 6105

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
OPU
Omni Partners US Irvine, California $1.95B AUM
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Simplex Trading's BPFH Position: Q1 2021 in Review

Simplex Trading sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2021, closing a stake of 2,675 shares — an estimated $35.7K sold.

Simplex Trading first reported a position in BPFH in Q2 2015 and held it in 8 quarters. The position peaked at $266K in Q4 2017. 174 funds tracked by Wall St. Rank hold BPFH as of Q1 2021.

  • Simplex Trading reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2021 after selling out during the quarter.
  • Simplex Trading sold 2,675 Boston Private Financial Holdings, Inc. shares in Q1 2021, an estimated $35.7K.
  • Simplex Trading first reported a position in Boston Private Financial Holdings, Inc. in Q2 2015 and held it in 8 quarters.
  • Simplex Trading's Boston Private Financial Holdings, Inc. position peaked at $266K in Q4 2017.
  • 174 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2021.

Based on Simplex Trading's 13F filing for Q1 2021, filed 26 Apr 2021.