United Services Automobile Association’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

United Services Automobile Association’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
2019 Q3	–	Sell	-12,591	Closed	-$152K	–	2021
2019 Q2	$152K	Hold	12,591	–	–	﹤0.01%	2095
2019 Q1	$138K	Hold	12,591	–	–	﹤0.01%	2129
2018 Q4	$133K	Hold	12,591	–	–	﹤0.01%	2092
2018 Q3	$172K	Hold	12,591	–	–	﹤0.01%	2176
2018 Q2	$200K	Hold	12,591	–	–	﹤0.01%	2138
2018 Q1	$189K	Buy	+12,591	New	+$191K	﹤0.01%	2108

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFC

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

United Services Automobile Association's BPFH Position: Q3 2019 in Review

United Services Automobile Association sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2019, closing a stake of 12,591 shares — an estimated $152K sold.

United Services Automobile Association first reported a position in BPFH in Q1 2018 and held it in 6 quarters. The position peaked at $200K in Q2 2018. 178 funds tracked by Wall St. Rank hold BPFH as of Q3 2019.

United Services Automobile Association reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2019 after selling out during the quarter.
United Services Automobile Association sold 12,591 Boston Private Financial Holdings, Inc. shares in Q3 2019, an estimated $152K.
United Services Automobile Association first reported a position in Boston Private Financial Holdings, Inc. in Q1 2018 and held it in 6 quarters.
United Services Automobile Association's Boston Private Financial Holdings, Inc. position peaked at $200K in Q2 2018.
178 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.