Trust Company of Vermont’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Trust Company of Vermont’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 Q1	–	Sell	-1,100	Closed	-$13K	–	975
2019 Q4	$13K	Hold	1,100	–	–	﹤0.01%	683
2019 Q3	$13K	Hold	1,100	–	–	﹤0.01%	710
2019 Q2	$13K	Hold	1,100	–	–	﹤0.01%	705
2019 Q1	$12K	Hold	1,100	–	–	﹤0.01%	690
2018 Q4	$12K	Hold	1,100	–	–	﹤0.01%	710
2018 Q3	$15K	Hold	1,100	–	–	﹤0.01%	739
2018 Q2	$17K	Hold	1,100	–	–	﹤0.01%	725
2018 Q1	$17K	Hold	1,100	–	–	﹤0.01%	680
2017 Q4	$17K	Hold	1,100	–	–	﹤0.01%	687
2017 Q3	$18K	Hold	1,100	–	–	﹤0.01%	663
2017 Q2	$17K	Buy	+1,100	New	+$17.1K	﹤0.01%	671
2017 Q1	–	Sell	-46	Closed	-$1K	–	951
2016 Q4	$1K	Buy	+46	New	+$666	﹤0.01%	905

Other funds holding BPFH

BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BFC

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

Trust Company of Vermont's BPFH Position: Q1 2020 in Review

Trust Company of Vermont sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2020, closing a stake of 1,100 shares — an estimated $13K sold.

Trust Company of Vermont first reported a position in BPFH in Q4 2016 and held it in 12 quarters. The position peaked at $18K in Q3 2017. 169 funds tracked by Wall St. Rank hold BPFH as of Q1 2020.

Trust Company of Vermont reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2020 after selling out during the quarter.
Trust Company of Vermont sold 1,100 Boston Private Financial Holdings, Inc. shares in Q1 2020, an estimated $13K.
Trust Company of Vermont first reported a position in Boston Private Financial Holdings, Inc. in Q4 2016 and held it in 12 quarters.
Trust Company of Vermont's Boston Private Financial Holdings, Inc. position peaked at $18K in Q3 2017.
169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2020.

Based on Trust Company of Vermont's 13F filing for Q1 2020, filed 24 Apr 2020.