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

Stifel Financial’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 Q4	–	Sell	-100,000	Closed	-$552K	–	3151
2020 Q3	$552K	Buy	+100,000	New	+$595K	﹤0.01%	2020
2019 Q4	–	Sell	-160,821	Closed	-$1.87M	–	3112
2019 Q3	$1.87M	Buy	160,821 +810	+0.5%	+$9.12K	﹤0.01%	1353
2019 Q2	$1.93M	Buy	+160,011	New	+$1.8M	0.01%	1369
2015 Q2	–	Sell	-100,000	Closed	-$1.22M	–	2451
2015 Q1	$1.22M	Buy	+100,000	New	+$1.23M	0.01%	1186

Other funds holding BPFH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Stifel Financial's BPFH Position: Q4 2020 in Review

Stifel Financial sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q4 2020, closing a stake of 100,000 shares — an estimated $552K sold.

Stifel Financial first reported a position in BPFH in Q1 2015 and held it in 4 quarters. The position peaked at $1.93M in Q2 2019. 169 funds tracked by Wall St. Rank hold BPFH as of Q4 2020.

Stifel Financial reported no remaining Boston Private Financial Holdings, Inc. position as of Q4 2020 after selling out during the quarter.
Stifel Financial sold 100,000 Boston Private Financial Holdings, Inc. shares in Q4 2020, an estimated $552K.
Stifel Financial first reported a position in Boston Private Financial Holdings, Inc. in Q1 2015 and held it in 4 quarters.
Stifel Financial's Boston Private Financial Holdings, Inc. position peaked at $1.93M in Q2 2019.
169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q4 2020.

Based on Stifel Financial's 13F filing for Q4 2020, filed 12 Feb 2021.