UBS Group’s Boston Private Financial Holdings, Inc. WTS BPFHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,047
Closed -$8K 8626
2018
Q3
$8K Buy
1,047
+41
+4% +$375 ﹤0.01% 7311
2018
Q2
$10K Buy
+1,006
New +$11.4K ﹤0.01% 7170
2017
Q1
Sell
-6,897
Closed -$71K 8236
2016
Q4
$71K Buy
+6,897
New +$57.6K ﹤0.01% 5558

UBS Group's BPFHW Position: Q4 2018 in Review

UBS Group sold out of Boston Private Financial Holdings, Inc. WTS (BPFHW) in Q4 2018, closing a stake of 1,047 shares — an estimated $8K sold.

UBS Group first reported a position in BPFHW in Q4 2016 and held it in 3 quarters. The position peaked at $71K in Q4 2016. 0 funds tracked by Wall St. Rank hold BPFHW as of Q4 2018.

  • UBS Group reported no remaining Boston Private Financial Holdings, Inc. WTS position as of Q4 2018 after selling out during the quarter.
  • UBS Group sold 1,047 Boston Private Financial Holdings, Inc. WTS shares in Q4 2018, an estimated $8K.
  • UBS Group first reported a position in Boston Private Financial Holdings, Inc. WTS in Q4 2016 and held it in 3 quarters.
  • UBS Group's Boston Private Financial Holdings, Inc. WTS position peaked at $71K in Q4 2016.
  • 0 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. WTS as of Q4 2018.

Based on UBS Group's 13F filing for Q4 2018, filed 14 Feb 2019.