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

Vivaldi Capital 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
2021 Q3	–	Sell	-32,028	Closed	-$472K	–	398
2021 Q2	$472K	Buy	+32,028	New	+$469K	0.09%	146

Other funds holding BPFH

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Vivaldi Capital Management's BPFH Position: Q3 2021 in Review

Vivaldi Capital Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q3 2021, closing a stake of 32,028 shares — an estimated $472K sold.

Vivaldi Capital Management first reported a position in BPFH in Q2 2021 and held it in 1 quarter. The position peaked at $472K in Q2 2021. 1 fund tracked by Wall St. Rank holds BPFH as of Q3 2021.

Vivaldi Capital Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
Vivaldi Capital Management sold 32,028 Boston Private Financial Holdings, Inc. shares in Q3 2021, an estimated $472K.
Vivaldi Capital Management first reported a position in Boston Private Financial Holdings, Inc. in Q2 2021 and held it in 1 quarter.
Vivaldi Capital Management's Boston Private Financial Holdings, Inc. position peaked at $472K in Q2 2021.
1 fund tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q3 2021.

Based on Vivaldi Capital Management's 13F filing for Q3 2021, filed 16 Nov 2021.