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

Systematic Financial 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 Q2	–	Sell	-42,145	Closed	-$301K	–	566
2020 Q1	$301K	Sell	42,145 -12,655	-23%	-$130K	0.02%	317
2019 Q4	$659K	Buy	+54,800	New	+$635K	0.03%	250
2017 Q2	–	Sell	-103,640	Closed	-$1.7M	–	709
2017 Q1	$1.7M	Buy	+103,640	New	+$1.73M	0.03%	437

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Systematic Financial Management's BPFH Position: Q2 2020 in Review

Systematic Financial Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2020, closing a stake of 42,145 shares — an estimated $301K sold.

Systematic Financial Management first reported a position in BPFH in Q1 2017 and held it in 3 quarters. The position peaked at $1.7M in Q1 2017. 169 funds tracked by Wall St. Rank hold BPFH as of Q2 2020.

Systematic Financial Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2020 after selling out during the quarter.
Systematic Financial Management sold 42,145 Boston Private Financial Holdings, Inc. shares in Q2 2020, an estimated $301K.
Systematic Financial Management first reported a position in Boston Private Financial Holdings, Inc. in Q1 2017 and held it in 3 quarters.
Systematic Financial Management's Boston Private Financial Holdings, Inc. position peaked at $1.7M in Q1 2017.
169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2020.

Based on Systematic Financial Management's 13F filing for Q2 2020, filed 13 Aug 2020.